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

Thu 2020-05-21? to Tue 2024-11-05	YTD Return	TRR Price
DGRO ×	+14.47% 2024-11-05	2.427 TRR 2024-11-05
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+11.56% 2024-11-05	3.655 TRR 2024-11-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+10.34% 2024-11-05	1.409 TRR 2024-11-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Tue 2024-11-05	Overall Return	Exponential Trendline
DGRO ×	+55.71% +10.44%/yr	+4.11%/yr (R2=0.321)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+59.44% +11.03%/yr	+3.98%/yr (R2=0.252)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+40.93% +8.00%/yr	+3.89%/yr (R2=0.469)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Tue 2024-11-05	Start Value	End Value
DGRO ×	$10,000.00 2020-05-21	$15,571.36 2024-11-05
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$15,943.82 2024-11-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,092.87 2024-11-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	DGRO	SCHD	JEPI
2024 (YTD)	+14.47%	+11.56%	+10.34%
2023	+6.90%	+1.15%	+6.27%
2022	−13.50%	−9.14%	−9.35%
2021	+18.32%	+21.35%	+13.55%
2020	+8.02%	+13.48%	+16.75%
2019	+26.97%	+24.46%	—
2018	−4.22%	−7.34%	—
2017	+20.45%	+18.33%	—
2016	+12.87%	+14.10%	—
2015	−1.41%	−1.00%	—
2014	+10.07%	+10.79%	—
2013	—	+30.95%	—
2012	—	+9.49%	—
2011	—	+5.73%	—

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Drawdowns

Thu 2020-05-21? to Tue 2024-11-05	Current Drawdown	Worst Drawdown
DGRO ×	−2.44%	−24.14% 2022-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	−1.63%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.19%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund