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

Total Real Returns

VYM,MPLX,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Thu 2025-07-03 YTD
Return
TR
Price
VYM
×
+7.86%
2025-07-03
4.788 TR
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MPLX
×
+10.77%
2025-07-03
4.749 TR
2025-07-03
Mplx Lp NYSE Common Stock
JEPI
×
+3.44%
2025-07-03
1.779 TR
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
VYM
×
+107.53%
+15.34%/yr
+10.97%/yr
(R2=0.845)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MPLX
×
+324.30%
+32.64%/yr
+32.00%/yr
(R2=0.944)
Mplx Lp NYSE Common Stock
JEPI
×
+77.94%
+11.92%/yr
+9.44%/yr
(R2=0.891)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-03 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-21
$20,752.57
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MPLX
×
$10,000.00
2020-05-21
$42,429.73
2025-07-03
Mplx Lp NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$17,794.11
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VYM MPLX JEPI
2025 (YTD) +7.86% +10.77% +3.44%
2024 +17.60% +41.72% +12.59%
2023 +6.59% +22.46% +9.82%
2022 −0.45% +21.09% −3.49%
2021 +26.20% +53.93% +21.53%
2020 +1.14% −1.78% +18.61%
2019 +24.06% −8.24%
2018 −5.92% −8.43%
2017 +16.42% +9.00%
2016 +17.04% −6.25%
2015 +0.28% −44.81%
2014 +13.54% +69.05%
2013 +30.08% +46.90%
2012 +12.69% +14.67%
2011 +10.55%
2010 +14.22%
2009 +17.19%
2008 −31.92%
2007 +1.37%
2006 +2.83%

Drawdowns

Thu 2020-05-21? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
VYM
×
0.00% −15.86%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MPLX
×
−4.77% −24.48%
2020-10-01
Mplx Lp NYSE Common Stock
JEPI
×
−0.89% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund