All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| SCHD × |
+10.96%
2024-09-27 |
3.625 TRR
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+10.31%
2024-09-27 |
1.406 TRR
2024-09-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| 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 | ||||||
| SCHD × |
+58.09%
+11.09%/yr |
+3.76%/yr
(R2=0.221) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+40.64%
+8.15%/yr |
+3.66%/yr
(R2=0.432) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| 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 | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$15,809.42
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,063.91
2024-09-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | FLCSX | SCHD | JEPI |
|---|---|---|---|
| 2024 (YTD) | +19.17% | +10.96% | +10.31% |
| 2023 | +19.53% | +1.16% | +6.26% |
| 2022 | −13.60% | −9.13% | −9.36% |
| 2021 | +17.52% | +21.33% | +13.54% |
| 2020 | +7.60% | +13.49% | +16.76% |
| 2019 | +28.64% | +24.44% | — |
| 2018 | −10.93% | −7.32% | — |
| 2017 | +15.71% | +18.34% | — |
| 2016 | +14.33% | +14.07% | — |
| 2015 | −2.69% | −1.00% | — |
| 2014 | +9.32% | +10.84% | — |
| 2013 | +37.32% | +30.92% | — |
| 2012 | +18.60% | +9.48% | — |
| 2011 | −4.43% | +5.72% | — |
| 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% | — | — |
| 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 | ||||||
| SCHD × | −0.07% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | 0.00% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||