All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VOO,VUG,JEPQ,BOAT,PPA: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Fri 2025-08-01 YTD
Return
TR
Price
VOO
×
+6.75%
2025-08-01
7.442 TR
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+8.70%
2025-08-01
11.28 TR
2025-08-01
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+1.31%
2025-08-01
1.502 TR
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
BOAT
×
+11.55%
2025-08-01
1.927 TR
2025-08-01
SonicShares Global Shipping ETF Exchange-Traded Fund
PPA
×
+26.67%
2025-08-01
11.76 TR
2025-08-01
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
VOO
×
+52.16%
+13.81%/yr
+20.11%/yr
(R2=0.923)
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+73.27%
+18.46%/yr
+26.92%/yr
(R2=0.917)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+50.21%
+13.36%/yr
+20.90%/yr
(R2=0.914)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
BOAT
×
+32.73%
+9.12%/yr
+14.14%/yr
(R2=0.666)
SonicShares Global Shipping ETF Exchange-Traded Fund
PPA
×
+97.24%
+23.29%/yr
+24.75%/yr
(R2=0.949)
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-08-01 Start
Value
End
Value
VOO
×
$10,000.00
2022-05-04
$15,216.35
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
$10,000.00
2022-05-04
$17,326.82
2025-08-01
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,020.57
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
BOAT
×
$10,000.00
2022-05-04
$13,273.42
2025-08-01
SonicShares Global Shipping ETF Exchange-Traded Fund
PPA
×
$10,000.00
2022-05-04
$19,723.89
2025-08-01
Invesco Aerospace & Defense ETF Exchange-Traded Fund

Annual Returns

Year VOO VUG JEPQ BOAT PPA
2025 (YTD) +6.75% +8.70% +1.31% +11.55% +26.67%
2024 +24.98% +32.69% +24.90% +5.97% +25.28%
2023 +26.32% +46.83% +36.26% +24.54% +18.41%
2022 −18.17% −33.16% −12.89% +6.26% +9.51%
2021 +28.79% +27.35% +23.18% +7.09%
2020 +18.32% +40.25% +0.45%
2019 +31.37% +37.03% +39.63%
2018 −4.50% −3.32% −7.51%
2017 +21.77% +27.72% +30.10%
2016 +12.17% +6.27% +19.26%
2015 +1.33% +3.24% +4.01%
2014 +13.56% +13.61% +12.71%
2013 +32.39% +32.48% +50.34%
2012 +15.99% +17.01% +17.64%
2011 +1.90% +1.82% −1.66%
2010 +14.78% +17.22% +10.57%
2009 +36.13% +23.03%
2008 −38.02% −37.38%
2007 +12.52% +22.28%
2006 +9.19% +20.02%
2005 +5.02% +3.96%
2004 +4.99%

Drawdowns

Wed 2022-05-04? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
VOO
×
−2.41% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
−2.39% −22.85%
2025-04-08
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−3.14% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
BOAT
×
−9.61% −33.94%
2025-04-08
SonicShares Global Shipping ETF Exchange-Traded Fund
PPA
×
−1.54% −15.41%
2022-09-30
Invesco Aerospace & Defense ETF Exchange-Traded Fund