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

Thu 2020-05-28? to Fri 2025-08-01	YTD Return	TR Price
SCHD ×	−1.61% 2025-08-01	4.874 TR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+2.14% 2025-08-01	1.149 TR 2025-08-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+0.99% 2025-08-01	1.737 TR 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Fri 2025-08-01	Overall Return	Exponential Trendline
SCHD ×	+81.40% +12.19%/yr	+9.05%/yr (R2=0.719)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+14.93% +2.72%/yr	+2.99%/yr (R2=0.859)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+69.63% +10.75%/yr	+9.38%/yr (R2=0.895)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Fri 2025-08-01	Start Value	End Value
SCHD ×	$10,000.00 2020-05-28	$18,139.81 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$11,493.36 2025-08-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$16,963.06 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	SGOV	JEPI
2025 (YTD)	−1.61%	+2.14%	+0.99%
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%	—	—

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Drawdowns

Thu 2020-05-28? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SCHD ×	−8.13%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	−0.33%	−0.33% 2025-08-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−3.23%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund