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 |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||
| 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 |
||||
|---|---|---|---|---|---|---|
| FLCSX × |
+31.90%
+12.22%/yr |
+17.60%/yr
(R2=0.870) |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
+7.60%
+3.10%/yr |
+4.17%/yr
(R2=0.290) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded 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 |
||||
|---|---|---|---|---|---|---|
| FLCSX × |
$10,000.00
2022-05-04 |
$13,190.39
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$10,759.61
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded 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 | FLCSX | SCHD | JEPI | JEPQ |
|---|---|---|---|---|
| 2024 (YTD) | +19.17% | +10.96% | +10.31% | +14.15% |
| 2023 | +19.53% | +1.16% | +6.26% | +31.84% |
| 2022 | −13.60% | −9.13% | −9.36% | −15.04% |
| 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% | — | — | — |
| 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 | ||||||
| SCHD × | −0.07% |
−16.21%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded 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 | ||||||