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

Thu 2020-05-21? to Mon 2024-11-04	YTD Return	TRR Price
JEPI ×	+10.34% 2024-11-04	1.399 TRR 2024-11-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	+5.01% 2024-11-04	22.37 TRR 2024-11-04
Realty Income Corporation NYSE Common Stock
SCHG ×	+24.13% 2024-11-04	6.44 TRR 2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Mon 2024-11-04	Overall Return	Exponential Trendline
JEPI ×	+39.85% +7.82%/yr	+3.88%/yr (R2=0.468)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	+19.20% +4.02%/yr	−3.17%/yr (R2=0.195)
Realty Income Corporation NYSE Common Stock
SCHG ×	+81.66% +14.33%/yr	+5.62%/yr (R2=0.197)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Mon 2024-11-04	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$13,985.16 2024-11-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	$10,000.00 2020-05-21	$11,919.98 2024-11-04
Realty Income Corporation NYSE Common Stock
SCHG ×	$10,000.00 2020-05-21	$18,165.97 2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	JEPI	O	SCHG
2024 (YTD)	+10.34%	+5.01%	+24.13%
2023	+6.27%	−7.65%	+45.19%
2022	−9.35%	−12.99%	−35.91%
2021	+13.55%	+15.80%	+19.65%
2020	+16.75%	−12.79%	+37.33%
2019	—	+18.56%	+32.92%
2018	—	+13.76%	−3.23%
2017	—	+1.54%	+25.45%
2016	—	+13.42%	+4.66%
2015	—	+12.56%	+2.48%
2014	—	+33.33%	+14.94%
2013	—	−3.74%	+32.06%
2012	—	+18.27%	+14.88%
2011	—	+4.42%	−3.59%
2010	—	+37.21%	+15.12%
2009	—	+17.61%	+2.82%
2008	—	−8.31%	—
2007	—	−0.76%	—
2006	—	+32.66%	—
2005	—	−12.37%	—
2004	—	+29.60%	—
2003	—	+19.40%	—
2002	—	+24.52%	—
2001	—	+26.16%	—
2000	—	+28.36%	—
1999	—	−11.49%	—
1998	—	+3.90%	—
1997	—	+12.81%	—
1996	—	+11.05%	—
1995	—	+40.57%	—
1994	—	+9.85%	—

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Drawdowns

Thu 2020-05-21? to Mon 2024-11-04	Current Drawdown	Worst Drawdown
JEPI ×	−1.95%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O ×	−17.45%	−37.83% 2023-10-30
Realty Income Corporation NYSE Common Stock
SCHG ×	−2.91%	−38.93% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund