DGRO,JEPI,O Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,JEPI,O: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Dividends Reinvested:

Thu 2020-05-21^? to Mon 2024-11-04	YTD Return	TRR Price
DGRO ^×	+14.47% 2024-11-04	2.406 TRR 2024-11-04
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	+10.34% 2024-11-04	1.399 TRR 2024-11-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	+5.01% 2024-11-04	22.37 TRR 2024-11-04
Realty Income Corporation NYSE Common Stock

Returns

Thu 2020-05-21^? to Mon 2024-11-04	Overall Return	Exponential Trendline
DGRO ^×	+54.37% +10.23%/yr	+4.10%/yr (R²=0.319)
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	+39.85% +7.82%/yr	+3.88%/yr (R²=0.468)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	+19.20% +4.02%/yr	−3.17%/yr (R²=0.195)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2020-05-21^? to Mon 2024-11-04	Start Value	End Value
DGRO ^×	$10,000.00 2020-05-21	$15,436.63 2024-11-04
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	$10,000.00 2020-05-21	$13,985.16 2024-11-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	$10,000.00 2020-05-21	$11,919.98 2024-11-04
Realty Income Corporation NYSE Common Stock

Annual Returns

Year	DGRO	JEPI	O
2024 (YTD)	+14.47%	+10.34%	+5.01%
2023	+6.90%	+6.27%	−7.65%
2022	−13.50%	−9.35%	−12.99%
2021	+18.32%	+13.55%	+15.80%
2020	+8.02%	+16.75%	−12.79%
2019	+26.97%	—	+18.56%
2018	−4.22%	—	+13.76%
2017	+20.45%	—	+1.54%
2016	+12.87%	—	+13.42%
2015	−1.41%	—	+12.56%
2014	+10.07%	—	+33.33%
2013	—	—	−3.74%
2012	—	—	+18.27%
2011	—	—	+4.42%
2010	—	—	+37.21%
2009	—	—	+17.61%
2008	—	—	−8.31%
2007	—	—	−0.76%
2006	—	—	+32.66%
2005	—	—	−12.37%
2004	—	—	+29.60%
2003	—	—	+19.40%
2002	—	—	+24.52%
2001	—	—	+26.16%
2000	—	—	+28.36%
1999	—	—	−11.49%
1998	—	—	+3.90%
1997	—	—	+12.81%
1996	—	—	+11.05%
1995	—	—	+40.57%
1994	—	—	+9.85%

Drawdowns

Thu 2020-05-21^? to Mon 2024-11-04	Current Drawdown	Worst Drawdown
DGRO ^×	−3.28%	−24.14% 2022-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	−1.95%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	−17.45%	−37.83% 2023-10-30
Realty Income Corporation NYSE Common Stock