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 Fri 2025-02-07	YTD Return	TRR Price
DGRO ^×	+3.27% 2025-02-07	2.472 TRR 2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	+2.96% 2025-02-07	1.432 TRR 2025-02-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	+2.02% 2025-02-07	21.02 TRR 2025-02-07
Realty Income Corporation NYSE Common Stock

Returns

Thu 2020-05-21^? to Fri 2025-02-07	Overall Return	Exponential Trendline
DGRO ^×	+58.58% +10.27%/yr	+4.75%/yr (R²=0.407)
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	+43.17% +7.90%/yr	+4.32%/yr (R²=0.544)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	+10.22% +2.09%/yr	−3.20%/yr (R²=0.223)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2020-05-21^? to Fri 2025-02-07	Start Value	End Value
DGRO ^×	$10,000.00 2020-05-21	$15,858.18 2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	$10,000.00 2020-05-21	$14,317.02 2025-02-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	$10,000.00 2020-05-21	$11,022.40 2025-02-07
Realty Income Corporation NYSE Common Stock

Annual Returns

Year	DGRO	JEPI	O
2025 (YTD)	+3.27%	+2.96%	+2.02%
2024	+13.35%	+9.42%	−4.84%
2023	+6.89%	+6.26%	−7.64%
2022	−13.50%	−9.35%	−12.99%
2021	+18.32%	+13.56%	+15.81%
2020	+8.03%	+16.75%	−12.78%
2019	+26.98%	—	+18.56%
2018	−4.21%	—	+13.79%
2017	+20.48%	—	+1.54%
2016	+12.85%	—	+13.44%
2015	−1.42%	—	+12.55%
2014	+10.08%	—	+33.34%
2013	—	—	−3.76%
2012	—	—	+18.28%
2011	—	—	+4.40%
2010	—	—	+37.29%
2009	—	—	+17.67%
2008	—	—	−8.31%
2007	—	—	−0.83%
2006	—	—	+32.73%
2005	—	—	−12.41%
2004	—	—	+29.67%
2003	—	—	+19.35%
2002	—	—	+24.52%
2001	—	—	+26.17%
2000	—	—	+28.37%
1999	—	—	−11.50%
1998	—	—	+3.92%
1997	—	—	+12.86%
1996	—	—	+11.00%
1995	—	—	+42.63%
1994	—	—	+9.86%

Drawdowns

Thu 2020-05-21^? to Fri 2025-02-07	Current Drawdown	Worst Drawdown
DGRO ^×	−2.30%	−24.14% 2022-10-12
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI ^×	−1.84%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ^×	−23.68%	−37.82% 2023-10-30
Realty Income Corporation NYSE Common Stock