SCHD,SGOV,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-28? to Thu 2025-04-24	YTD Return	TR Price
SCHD ×	−5.19% 2025-04-24	4.704 TR 2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+1.31% 2025-04-24	1.14 TR 2025-04-24
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−2.67% 2025-04-24	1.669 TR 2025-04-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Thu 2020-05-28? to Thu 2025-04-24	Overall Return	Exponential Trendline
SCHD ×	+75.07% +12.09%/yr	+9.43%/yr (R2=0.708)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+14.00% +2.71%/yr	+2.83%/yr (R2=0.838)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+63.00% +10.47%/yr	+9.52%/yr (R2=0.883)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-28? to Thu 2025-04-24	Start Value	End Value
SCHD ×	$10,000.00 2020-05-28	$17,507.18 2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$11,399.99 2025-04-24
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$16,300.19 2025-04-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SCHD	SGOV	JEPI
2025 (YTD)	−5.19%	+1.31%	−2.67%
2024	+11.66%	+5.28%	+12.59%
2023	+4.54%	+5.12%	+9.82%
2022	−3.26%	+1.58%	−3.49%
2021	+29.87%	+0.04%	+21.53%
2020	+15.03%	+0.05%	+18.61%
2019	+27.29%	—	—
2018	−5.56%	—	—
2017	+20.85%	—	—
2016	+16.45%	—	—
2015	−0.30%	—	—
2014	+11.69%	—	—
2013	+32.88%	—	—
2012	+11.39%	—	—
2011	+5.31%	—	—

---

Drawdowns

Thu 2020-05-28? to Thu 2025-04-24	Current Drawdown	Worst Drawdown
SCHD ×	−11.33%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	0.00%	−0.03% 2022-08-23
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−7.02%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund