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

Total Real Returns

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

Thu 2023-10-26? to Fri 2025-05-16 YTD
Return
TR
Price
VOO
×
+1.73%
2025-05-16
7.092 TR
2025-05-16
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+1.33%
2025-05-16
10.51 TR
2025-05-16
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−3.17%
2025-05-16
1.436 TR
2025-05-16
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+1.33%
2025-05-16
1.4 TR
2025-05-16
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
VOO
×
+47.14%
+28.19%/yr
+20.11%/yr
(R2=0.739)
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+60.12%
+35.35%/yr
+23.39%/yr
(R2=0.709)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+37.35%
+22.64%/yr
+17.14%/yr
(R2=0.707)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+40.00%
+24.15%/yr
+17.65%/yr
(R2=0.759)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Fri 2025-05-16 Start
Value
End
Value
VOO
×
$10,000.00
2023-10-26
$14,713.83
2025-05-16
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
$10,000.00
2023-10-26
$16,011.84
2025-05-16
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$13,735.35
2025-05-16
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$13,999.84
2025-05-16
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VOO VUG JEPQ GPIX
2025 (YTD) +1.73% +1.33% −3.17% +1.33%
2024 +24.98% +32.69% +24.90% +21.77%
2023 +26.32% +46.83% +36.27% +13.45%
2022 −18.17% −33.16% −12.89%
2021 +28.79% +27.35%
2020 +18.32% +40.25%
2019 +31.37% +37.03%
2018 −4.50% −3.32%
2017 +21.77% +27.72%
2016 +12.17% +6.27%
2015 +1.33% +3.24%
2014 +13.56% +13.61%
2013 +32.39% +32.48%
2012 +15.99% +17.01%
2011 +1.90% +1.82%
2010 +14.78% +17.22%
2009 +36.13%
2008 −38.02%
2007 +12.52%
2006 +9.19%
2005 +5.02%
2004 +4.99%

Drawdowns

Thu 2023-10-26? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
VOO
×
−2.75% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
−2.74% −22.85%
2025-04-08
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−7.42% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
−2.72% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund