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