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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-04-02 YTD
Return
TRR
Price
MAIN
×
−1.46%
2025-04-02
10.93 TRR
2025-04-02
Main Street Capital Corporation NYSE Common Stock
O
×
+7.55%
2025-04-02
22.9 TRR
2025-04-02
Realty Income Corporation NYSE Common Stock
JEPI
×
−0.45%
2025-04-02
1.391 TRR
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
MAIN
×
+115.89%
+17.14%/yr
+13.34%/yr
(R2=0.722)
Main Street Capital Corporation NYSE Common Stock
O
×
+20.05%
+3.83%/yr
−2.28%/yr
(R2=0.129)
Realty Income Corporation NYSE Common Stock
JEPI
×
+39.13%
+7.02%/yr
+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02 Start
Value
End
Value
MAIN
×
$10,000.00
2020-05-21
$21,589.03
2025-04-02
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2020-05-21
$12,005.04
2025-04-02
Realty Income Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,912.62
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year MAIN O JEPI
2025 (YTD) −1.46% +7.55% −0.45%
2024 +43.19% −4.84% +9.44%
2023 +24.06% −7.65% +6.28%
2022 −16.76% −13.00% −9.35%
2021 +38.58% +19.55% +13.52%
2020 −20.61% −12.66% +16.77%
2019 +33.82% +18.55%
2018 −9.98% +13.79%
2017 +13.63% +1.52%
2016 +34.65% +13.45%
2015 +7.76% +12.54%
2014 −3.73% +33.33%
2013 +15.10% −3.74%
2012 +50.83% +18.28%
2011 +24.15% +4.42%
2010 +22.40% +37.30%
2009 +79.92% +17.63%
2008 −20.84% −8.33%
2007 −5.10% −0.80%
2006 +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.36%
2002 +24.51%
2001 +26.17%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.41% −30.56%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−19.55% −37.83%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI
×
−4.60% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund