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

Total Real Returns

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

Wed 2022-05-04? 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
JEPQ
×
+14.15%
2024-09-27
1.276 TRR
2024-09-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
FLCSX
×
+31.90%
+12.22%/yr
+17.60%/yr
(R2=0.870)
Fidelity Large Cap Stock Fund Mutual Fund
JEPQ
×
+27.58%
+10.68%/yr
+18.89%/yr
(R2=0.848)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2024-09-27 Start
Value
End
Value
FLCSX
×
$10,000.00
2022-05-04
$13,190.39
2024-09-27
Fidelity Large Cap Stock Fund Mutual Fund
JEPQ
×
$10,000.00
2022-05-04
$12,758.38
2024-09-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year FLCSX JEPQ
2024 (YTD) +19.17% +14.15%
2023 +19.53% +31.84%
2022 −13.60% −15.04%
2021 +17.52%
2020 +7.60%
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

Wed 2022-05-04? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
FLCSX
×
0.00% −17.89%
2022-09-30
Fidelity Large Cap Stock Fund Mutual Fund
JEPQ
×
−0.83% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund