All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Fri 2025-08-29 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
+10.54%
2025-08-29 |
4.907 TR
2025-08-29 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × |
+18.42%
2025-08-29 |
19.88 TR
2025-08-29 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
+5.69%
2025-08-29 |
1.567 TR
2025-08-29 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+4.45%
2025-08-29 |
1.797 TR
2025-08-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-08-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+37.44%
+10.05%/yr |
+12.67%/yr
(R2=0.870) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × |
+110.39%
+25.10%/yr |
+28.15%/yr
(R2=0.925) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
+56.69%
+14.48%/yr |
+20.79%/yr
(R2=0.919) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+28.59%
+7.87%/yr |
+10.65%/yr
(R2=0.927) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-08-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2022-05-04 |
$13,743.87
2025-08-29 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2022-05-04 |
$21,039.23
2025-08-29 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$15,668.75
2025-08-29 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$12,859.25
2025-08-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VYM | MAIN | JEPQ | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +10.54% | +18.42% | +5.69% | +4.45% |
| 2024 | +17.60% | +47.30% | +24.89% | +12.59% |
| 2023 | +6.59% | +28.23% | +36.26% | +9.83% |
| 2022 | −0.45% | −11.37% | −12.89% | −3.49% |
| 2021 | +26.20% | +48.31% | — | +21.53% |
| 2020 | +1.14% | −19.54% | — | +18.61% |
| 2019 | +24.06% | +36.88% | — | — |
| 2018 | −5.92% | −8.27% | — | — |
| 2017 | +16.42% | +16.05% | — | — |
| 2016 | +17.04% | +37.45% | — | — |
| 2015 | +0.28% | +8.54% | — | — |
| 2014 | +13.54% | −2.99% | — | — |
| 2013 | +30.08% | +16.83% | — | — |
| 2012 | +12.69% | +53.48% | — | — |
| 2011 | +10.55% | +27.79% | — | — |
| 2010 | +14.22% | +24.22% | — | — |
| 2009 | +17.19% | +84.84% | — | — |
| 2008 | −31.92% | −20.77% | — | — |
| 2007 | +1.37% | −4.43% | — | — |
| 2006 | +2.83% | — | — | — |
| Wed 2022-05-04? to Fri 2025-08-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −0.06% |
−14.46%
2025-04-08 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × | −1.85% |
−27.06%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × | −0.93% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −0.38% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||