All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 2020-05-21? to Fri 2024-09-27 YTD
Return
TRR
Price
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

Returns

Thu 2020-05-21? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
FLCSX
×
+87.37%
+15.52%/yr
+7.84%/yr
(R2=0.505)
Fidelity Large Cap Stock Fund Mutual Fund
JEPI
×
+40.64%
+8.15%/yr
+3.66%/yr
(R2=0.432)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2024-09-27 Start
Value
End
Value
FLCSX
×
$10,000.00
2020-05-21
$18,736.51
2024-09-27
Fidelity Large Cap Stock Fund Mutual Fund
JEPI
×
$10,000.00
2020-05-21
$14,063.91
2024-09-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year FLCSX JEPI
2024 (YTD) +19.17% +10.31%
2023 +19.53% +6.26%
2022 −13.60% −9.36%
2021 +17.52% +13.54%
2020 +7.60% +16.76%
2019 +28.64%
2018 −10.93%
2017 +15.71%
2016 +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%

Drawdowns

Thu 2020-05-21? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
FLCSX
×
0.00% −26.19%
2022-09-30
Fidelity Large Cap Stock Fund Mutual Fund
JEPI
×
0.00% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund