All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Fri 2024-12-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+26.85%
2024-12-27 |
10.69 TR
2024-12-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+12.27%
2024-12-27 |
4.981 TR
2024-12-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+13.63%
2024-12-27 |
1.736 TR
2024-12-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2024-12-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+117.08%
+18.34%/yr |
+11.62%/yr
(R2=0.720) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+91.97%
+15.22%/yr |
+9.71%/yr
(R2=0.679) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+73.61%
+12.73%/yr |
+9.62%/yr
(R2=0.867) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2024-12-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2020-05-21 |
$21,707.61
2024-12-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$19,197.31
2024-12-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$17,360.99
2024-12-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHD | JEPI |
|---|---|---|---|
| 2024 (YTD) | +26.85% | +12.27% | +13.63% |
| 2023 | +26.26% | +4.54% | +9.82% |
| 2022 | −18.14% | −3.26% | −3.49% |
| 2021 | +28.67% | +29.87% | +21.53% |
| 2020 | +18.38% | +15.03% | +18.61% |
| 2019 | +31.46% | +27.29% | — |
| 2018 | −4.92% | −5.56% | — |
| 2017 | +21.76% | +20.85% | — |
| 2016 | +11.21% | +16.45% | — |
| 2015 | +0.26% | −0.30% | — |
| 2014 | +13.55% | +11.69% | — |
| 2013 | +32.26% | +32.88% | — |
| 2012 | +15.89% | +11.39% | — |
| 2011 | +2.02% | +5.31% | — |
| 2010 | +14.98% | — | — |
| 2009 | +26.26% | — | — |
| 2008 | −36.70% | — | — |
| 2007 | +5.45% | — | — |
| 2006 | +15.68% | — | — |
| 2005 | +4.78% | — | — |
| 2004 | +10.70% | — | — |
| 2003 | +28.47% | — | — |
| 2002 | −22.18% | — | — |
| 2001 | −12.04% | — | — |
| 2000 | −9.19% | — | — |
| 1999 | +21.97% | — | — |
| 1998 | +28.26% | — | — |
| 1997 | +9.33% | — | — |
| Thu 2020-05-21? to Fri 2024-12-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −1.90% |
−24.51%
2022-10-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −6.11% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −3.26% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||