All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 2020-05-21? to Thu 2025-03-20 YTD
Return
TRR
Price
JEPI
×
−0.59%
2025-03-20
1.389 TRR
2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VYM
×
+0.46%
2025-03-20
2.849 TRR
2025-03-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-03-20 Overall
Return
Exponential
Trendline
JEPI
×
+38.94%
+7.05%/yr
+4.43%/yr
(R2=0.570)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VYM
×
+57.02%
+9.79%/yr
+5.73%/yr
(R2=0.543)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-03-20 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,893.74
2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2020-05-21
$15,701.67
2025-03-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPI VYM
2025 (YTD) −0.59% +0.46%
2024 +9.44% +14.30%
2023 +6.26% +3.14%
2022 −9.35% −6.49%
2021 +13.55% +17.91%
2020 +16.76% −0.22%
2019 +21.30%
2018 −7.69%
2017 +14.02%
2016 +14.67%
2015 −0.45%
2014 +12.69%
2013 +28.14%
2012 +10.79%
2011 +7.36%
2010 +12.52%
2009 +14.10%
2008 −31.99%
2007 −2.63%
2006 +2.77%

Drawdowns

Thu 2020-05-21? to Thu 2025-03-20 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.74% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VYM
×
−4.19% −20.55%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund