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

Thu 2020-05-21? to Mon 2025-02-10	YTD Return	TRR Price
JEPI ×	+2.96% 2025-02-10	1.439 TRR 2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	+1.70% 2025-02-10	20.95 TRR 2025-02-10
Realty Income Corporation NYSE Common Stock
SCHG ×	+2.58% 2025-02-10	7.085 TRR 2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Returns

Thu 2020-05-21? to Mon 2025-02-10	Overall Return	Exponential Trendline
JEPI ×	+43.88% +8.00%/yr	+4.33%/yr (R2=0.545)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	+9.88% +2.01%/yr	−3.20%/yr (R2=0.224)
Realty Income Corporation NYSE Common Stock
SCHG ×	+99.86% +15.78%/yr	+7.38%/yr (R2=0.300)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-21? to Mon 2025-02-10	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$14,387.63 2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	$10,000.00 2020-05-21	$10,987.58 2025-02-10
Realty Income Corporation NYSE Common Stock
SCHG ×	$10,000.00 2020-05-21	$19,986.06 2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Annual Returns

Year	JEPI	O	SCHG
2025 (YTD)	+2.96%	+1.70%	+2.58%
2024	+9.42%	−4.84%	+31.21%
2023	+6.26%	−7.64%	+45.16%
2022	−9.35%	−13.00%	−35.92%
2021	+13.56%	+15.80%	+19.70%
2020	+16.75%	−12.78%	+37.30%
2019	—	+18.57%	+32.89%
2018	—	+13.79%	−3.14%
2017	—	+1.54%	+25.36%
2016	—	+13.44%	+4.65%
2015	—	+12.55%	+2.50%
2014	—	+33.33%	+14.93%
2013	—	−3.76%	+32.05%
2012	—	+18.28%	+14.89%
2011	—	+4.44%	−3.59%
2010	—	+37.29%	+15.11%
2009	—	+17.59%	+2.82%
2008	—	−8.30%	—
2007	—	−0.77%	—
2006	—	+32.73%	—
2005	—	−12.41%	—
2004	—	+29.55%	—
2003	—	+19.42%	—
2002	—	+24.52%	—
2001	—	+26.19%	—
2000	—	+28.37%	—
1999	—	−11.50%	—
1998	—	+3.92%	—
1997	—	+12.86%	—
1996	—	+11.00%	—
1995	—	+42.67%	—
1994	—	+9.82%	—

---

Drawdowns

Thu 2020-05-21? to Mon 2025-02-10	Current Drawdown	Worst Drawdown
JEPI ×	−1.35%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	−23.91%	−37.82% 2023-10-30
Realty Income Corporation NYSE Common Stock
SCHG ×	−1.78%	−38.91% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund