SCHD,JGCGX: Total Return Chart (with Dividends Reinvested)

Fri 2014-11-07? to Mon 2025-05-12	YTD Return	TR Price
SCHD ×	−2.39% 2025-05-12	4.835 TR 2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	+1.99% 2025-05-12	1.366 TR 2025-05-12
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Fri 2014-11-07? to Mon 2025-05-12	Overall Return	Exponential Trendline
SCHD ×	+180.52% +10.31%/yr	+12.34%/yr (R2=0.954)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	+36.55% +3.01%/yr	+2.79%/yr (R2=0.809)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Fri 2014-11-07? to Mon 2025-05-12	Start Value	End Value
SCHD ×	$10,000.00 2014-11-07	$28,051.96 2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	$10,000.00 2014-11-07	$13,655.16 2025-05-12
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	SCHD	JGCGX
2025 (YTD)	−2.39%	+1.99%
2024	+11.66%	+7.27%
2023	+4.54%	+5.77%
2022	−3.26%	−9.05%
2021	+29.87%	+2.81%
2020	+15.03%	+2.14%
2019	+27.29%	+10.92%
2018	−5.56%	+0.35%
2017	+20.85%	+5.07%
2016	+16.45%	+7.81%
2015	−0.30%	−1.31%
2014	+11.69%	−0.71%
2013	+32.88%	—
2012	+11.39%	—
2011	+5.31%	—

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Drawdowns

Fri 2014-11-07? to Mon 2025-05-12	Current Drawdown	Worst Drawdown
SCHD ×	−8.85%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	−0.35%	−18.41% 2020-03-25
Jpmorgan Income Fund Class C Mutual Fund