All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2024-09-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| DIVO × |
+13.63%
2024-09-27 |
1.897 TRR
2024-09-27 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
+19.17%
2024-09-27 |
5.34 TRR
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| JEPI × |
+10.31%
2024-09-27 |
1.406 TRR
2024-09-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+14.15%
2024-09-27 |
1.276 TRR
2024-09-27 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DIVO × |
+15.05%
+6.01%/yr |
+7.52%/yr
(R2=0.720) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
+31.90%
+12.22%/yr |
+17.60%/yr
(R2=0.870) |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| JEPI × |
+13.66%
+5.48%/yr |
+7.41%/yr
(R2=0.805) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+27.58%
+10.68%/yr |
+18.89%/yr
(R2=0.848) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DIVO × |
$10,000.00
2022-05-04 |
$11,504.90
2024-09-27 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
$10,000.00
2022-05-04 |
$13,190.39
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,365.72
2024-09-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,758.38
2024-09-27 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | DIVO | FLCSX | JEPI | JEPQ |
|---|---|---|---|---|
| 2024 (YTD) | +13.63% | +19.17% | +10.31% | +14.15% |
| 2023 | +3.48% | +19.53% | +6.26% | +31.84% |
| 2022 | −7.45% | −13.60% | −9.36% | −15.04% |
| 2021 | +14.80% | +17.52% | +13.54% | — |
| 2020 | +10.90% | +7.60% | +16.76% | — |
| 2019 | +22.09% | +28.64% | — | — |
| 2018 | −4.99% | −10.93% | — | — |
| 2017 | +18.93% | +15.71% | — | — |
| 2016 | −0.60% | +14.33% | — | — |
| 2015 | — | −2.69% | — | — |
| 2014 | — | +9.32% | — | — |
| 2013 | — | +37.32% | — | — |
| 2012 | — | +18.60% | — | — |
| 2011 | — | −4.43% | — | — |
| 2010 | — | +16.68% | — | — |
| 2009 | — | +46.49% | — | — |
| 2008 | — | −47.48% | — | — |
| 2007 | — | +8.63% | — | — |
| 2006 | — | +10.22% | — | — |
| 2005 | — | +3.89% | — | — |
| 2004 | — | +3.01% | — | — |
| 2003 | — | +22.86% | — | — |
| 2002 | — | −24.82% | — | — |
| 2001 | — | −19.04% | — | — |
| 2000 | — | −17.21% | — | — |
| 1999 | — | +23.96% | — | — |
| 1998 | — | +16.15% | — | — |
| 1997 | — | +13.71% | — | — |
| 1996 | — | +10.06% | — | — |
| 1995 | — | +6.55% | — | — |
| Wed 2022-05-04? to Fri 2024-09-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DIVO × | 0.00% |
−13.57%
2022-09-30 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × | 0.00% |
−17.89%
2022-09-30 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| JEPI × | 0.00% |
−12.43%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −0.83% |
−19.02%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||