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

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
SCHD ×	+11.56% 2024-11-04	3.623 TRR 2024-11-04
Schwab U.S. Dividend Equity 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
SCHG ×	+24.13% 2024-11-04	6.44 TRR 2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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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
SCHD ×	+58.03% +10.81%/yr	+3.97%/yr (R2=0.251)
Schwab U.S. Dividend Equity 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
SCHG ×	+81.66% +14.33%/yr	+5.62%/yr (R2=0.197)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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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
SCHD ×	$10,000.00 2020-05-21	$15,803.37 2024-11-04
Schwab U.S. Dividend Equity 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
SCHG ×	$10,000.00 2020-05-21	$18,165.97 2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	DGRO	SCHD	JEPI	O	SCHG
2024 (YTD)	+14.47%	+11.56%	+10.34%	+5.01%	+24.13%
2023	+6.90%	+1.15%	+6.27%	−7.65%	+45.19%
2022	−13.50%	−9.14%	−9.35%	−12.99%	−35.91%
2021	+18.32%	+21.35%	+13.55%	+15.80%	+19.65%
2020	+8.02%	+13.48%	+16.75%	−12.79%	+37.33%
2019	+26.97%	+24.46%	—	+18.56%	+32.92%
2018	−4.22%	−7.34%	—	+13.76%	−3.23%
2017	+20.45%	+18.33%	—	+1.54%	+25.45%
2016	+12.87%	+14.10%	—	+13.42%	+4.66%
2015	−1.41%	−1.00%	—	+12.56%	+2.48%
2014	+10.07%	+10.79%	—	+33.33%	+14.94%
2013	—	+30.95%	—	−3.74%	+32.06%
2012	—	+9.49%	—	+18.27%	+14.88%
2011	—	+5.73%	—	+4.42%	−3.59%
2010	—	—	—	+37.21%	+15.12%
2009	—	—	—	+17.61%	+2.82%
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%	—

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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
SCHD ×	−2.50%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity 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
SCHG ×	−2.91%	−38.93% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund