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

Thu 2020-05-21? to Fri 2025-02-07	YTD Return	TRR Price
DGRO ×	+2.86% 2025-02-07	2.472 TRR 2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+0.58% 2025-02-07	3.577 TRR 2025-02-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+2.46% 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

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Returns

Thu 2020-05-21? to Fri 2025-02-07	Overall Return	Exponential Trendline
DGRO ×	+58.60% +10.27%/yr	+4.75%/yr (R2=0.407)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+55.97% +9.88%/yr	+4.35%/yr (R2=0.316)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+43.18% +7.91%/yr	+4.33%/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

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Growth of $10,000

Thu 2020-05-21? to Fri 2025-02-07	Start Value	End Value
DGRO ×	$10,000.00 2020-05-21	$15,859.65 2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$15,597.06 2025-02-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,318.07 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

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Annual Returns

Year	DGRO	SCHD	JEPI	O
2025 (YTD)	+2.86%	+0.58%	+2.46%	+2.02%
2024	+13.36%	+8.51%	+9.44%	−4.84%
2023	+6.87%	+1.16%	+6.26%	−7.64%
2022	−13.49%	−9.14%	−9.35%	−12.99%
2021	+18.32%	+21.33%	+13.54%	+15.81%
2020	+8.01%	+13.48%	+16.76%	−12.78%
2019	+26.98%	+24.45%	—	+18.56%
2018	−4.21%	−7.34%	—	+13.79%
2017	+20.45%	+18.33%	—	+1.54%
2016	+12.89%	+14.13%	—	+13.44%
2015	−1.42%	−1.00%	—	+12.55%
2014	+10.04%	+10.79%	—	+33.34%
2013	—	+30.96%	—	−3.76%
2012	—	+9.49%	—	+18.28%
2011	—	+5.72%	—	+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%

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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
SCHD ×	−6.10%	−21.65% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.82%	−18.26% 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