SCHD,JEPI,JEPQ,MO,SPY,DIA,QQQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Thu 2026-04-02	YTD Return	TR Price
SCHD ×	+12.35% 2026-04-02	5.807 TR 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+0.53% 2026-04-02	1.87 TR 2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−1.76% 2026-04-02	1.678 TR 2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ×	+15.96% 2026-04-02	164400 TR 2026-04-02
Altria Group NYSE Common Stock
SPY ×	−3.56% 2026-04-02	27.12 TR 2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−2.86% 2026-04-02	10.68 TR 2026-04-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ ×	−4.65% 2026-04-02	13.56 TR 2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Thu 2026-04-02	Overall Return	Exponential Trendline
SCHD ×	+34.90% +7.95%/yr	+9.02%/yr (R2=0.817)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+33.80% +7.73%/yr	+10.40%/yr (R2=0.949)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+67.80% +14.14%/yr	+20.53%/yr (R2=0.946)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ×	+60.15% +12.79%/yr	+20.60%/yr (R2=0.839)
Altria Group NYSE Common Stock
SPY ×	+61.53% +13.04%/yr	+20.15%/yr (R2=0.952)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	+46.52% +10.26%/yr	+14.93%/yr (R2=0.945)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ ×	+82.01% +16.54%/yr	+26.16%/yr (R2=0.941)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Thu 2026-04-02	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$13,489.53 2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$13,379.92 2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$16,779.66 2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ×	$10,000.00 2022-05-04	$16,014.69 2026-04-02
Altria Group NYSE Common Stock
SPY ×	$10,000.00 2022-05-04	$16,153.42 2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	$10,000.00 2022-05-04	$14,652.10 2026-04-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2022-05-04	$18,201.05 2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ	MO	SPY	DIA	QQQ
2026 (YTD)	+12.35%	+0.53%	−1.76%	+15.96%	−3.56%	−2.86%	−4.65%
2025	+4.34%	+8.10%	+15.19%	+18.17%	+17.72%	+14.71%	+20.77%
2024	+11.66%	+12.59%	+24.89%	+40.76%	+24.89%	+14.82%	+25.58%
2023	+4.54%	+9.83%	+36.28%	−3.70%	+26.18%	+16.02%	+54.86%
2022	−3.26%	−3.49%	−12.89%	+4.37%	−18.18%	−7.02%	−32.58%
2021	+29.87%	+21.53%	—	+24.18%	+28.73%	+20.83%	+27.42%
2020	+15.03%	+18.61%	—	−10.21%	+18.33%	+9.59%	+48.62%
2019	+27.29%	—	—	+7.87%	+31.22%	+25.03%	+38.96%
2018	−5.56%	—	—	−27.14%	−4.57%	−3.74%	−0.13%
2017	+20.85%	—	—	+9.45%	+21.71%	+28.08%	+32.66%
2016	+16.45%	—	—	+20.44%	+12.00%	+16.37%	+7.10%
2015	−0.30%	—	—	+23.11%	+1.23%	+0.09%	+9.44%
2014	+11.69%	—	—	+34.48%	+13.46%	+9.82%	+19.18%
2013	+32.88%	—	—	+28.54%	+32.31%	+29.64%	+36.63%
2012	+11.39%	—	—	+11.73%	+15.99%	+9.94%	+18.11%
2011	+5.31%	—	—	+27.66%	+1.89%	+8.06%	+3.38%
2010	—	—	—	+33.92%	+15.06%	+14.01%	+19.91%
2009	—	—	—	+40.35%	+26.35%	+22.74%	+54.70%
2008	—	—	—	−29.66%	−36.79%	−32.14%	−41.73%
2007	—	—	—	+35.61%	+5.15%	+8.89%	+19.03%
2006	—	—	—	+38.59%	+15.85%	+18.91%	+7.14%
2005	—	—	—	+48.00%	+4.83%	+1.61%	+1.58%
2004	—	—	—	+41.81%	+10.70%	+5.02%	+10.52%
2003	—	—	—	+76.59%	+28.18%	+27.90%	+49.67%
2002	—	—	—	+11.55%	−21.58%	−14.70%	−37.37%
2001	—	—	—	+29.18%	−11.76%	−4.97%	−33.34%
2000	—	—	—	+165.54%	−9.74%	−5.93%	−36.11%
1999	—	—	—	−45.70%	+20.39%	+27.56%	+78.95%
1998	—	—	—	+39.83%	+28.69%	+17.92%	—
1997	—	—	—	+40.83%	+33.48%	—	—
1996	—	—	—	+51.18%	+22.56%	—	—
1995	—	—	—	+87.62%	+38.04%	—	—
1994	—	—	—	+31.35%	+0.40%	—	—
1993	—	—	—	−10.75%	+8.64%	—	—
1992	—	—	—	+9.50%	—	—	—
1991	—	—	—	+74.94%	—	—	—
1990	—	—	—	+44.96%	—	—	—
1989	—	—	—	+90.41%	—	—	—
1988	—	—	—	+44.55%	—	—	—
1987	—	—	—	+36.49%	—	—	—
1986	—	—	—	+94.74%	—	—	—
1985	—	—	—	+35.71%	—	—	—
1984	—	—	—	+40.00%	—	—	—
1983	—	—	—	+42.86%	—	—	—
1982	—	—	—	+55.56%	—	—	—
1981	—	—	—	+28.57%	—	—	—
1980	—	—	—	+75.00%	—	—	—

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Drawdowns

Wed 2022-05-04? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−3.27%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−4.46%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−4.77%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ×	−4.07%	−25.82% 2022-07-06
Altria Group NYSE Common Stock
SPY ×	−5.44%	−18.76% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−7.02%	−15.95% 2025-04-08
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
QQQ ×	−7.75%	−22.77% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund