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

Thu 2020-05-21? to Thu 2025-09-04	YTD Return	TRR Price
JEPI ×	+1.76% 2025-09-04	1.422 TRR 2025-09-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+8.02% 2025-09-04	7.459 TRR 2025-09-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-09-04	Overall Return	Exponential Trendline
JEPI ×	+42.18% +6.88%/yr	+4.42%/yr (R2=0.630)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+110.44% +15.10%/yr	+8.98%/yr (R2=0.448)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-09-04	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$14,218.44 2025-09-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2020-05-21	$21,044.37 2025-09-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	JEPI	SCHG
2025 (YTD)	+1.76%	+8.02%
2024	+9.42%	+31.16%
2023	+6.27%	+45.26%
2022	−9.35%	−35.96%
2021	+13.54%	+19.70%
2020	+16.76%	+37.22%
2019	—	+33.08%
2018	—	−3.25%
2017	—	+25.41%
2016	—	+4.65%
2015	—	+2.49%
2014	—	+14.93%
2013	—	+32.07%
2012	—	+14.89%
2011	—	−3.62%
2010	—	+15.13%
2009	—	+2.81%

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Drawdowns

Thu 2020-05-21? to Thu 2025-09-04	Current Drawdown	Worst Drawdown
JEPI ×	−2.51%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	−0.16%	−38.95% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund