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

Total Real Returns

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

Thu 2020-05-21? to Fri 2025-04-04 YTD
Return
TRR
Price
MAIN
×
−11.74%
2025-04-04
9.789 TRR
2025-04-04
Main Street Capital Corporation NYSE Common Stock
O
×
+3.84%
2025-04-04
22.11 TRR
2025-04-04
Realty Income Corporation NYSE Common Stock
JEPI
×
−8.94%
2025-04-04
1.272 TRR
2025-04-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−15.22%
2025-04-04
1.503 TRR
2025-04-04
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

MAIN,O,JEPI,QYLD - Total Real Return Chart
Date
--
MAIN
--
MAIN (Trendline)
--
O
--
O (Trendline)
--
JEPI
--
JEPI (Trendline)
--
QYLD
--
QYLD (Trendline)
--
Thu 2020-05-21? to Fri 2025-04-04 Overall
Return
Exponential
Trendline
MAIN
×
+93.32%
+14.49%/yr
+13.35%/yr
(R2=0.723)
Main Street Capital Corporation NYSE Common Stock
O
×
+15.89%
+3.07%/yr
−2.28%/yr
(R2=0.129)
Realty Income Corporation NYSE Common Stock
JEPI
×
+27.23%
+5.07%/yr
+4.43%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+7.49%
+1.49%/yr
+0.89%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-04-04 Start
Value
End
Value
MAIN
×
$10,000.00
2020-05-21
$19,331.58
2025-04-04
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2020-05-21
$11,588.57
2025-04-04
Realty Income Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$12,723.28
2025-04-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$10,749.12
2025-04-04
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAIN O JEPI QYLD
2025 (YTD) −11.74% +3.84% −8.94% −15.22%
2024 +43.18% −4.85% +9.42% +16.04%
2023 +24.09% −7.64% +6.28% +18.74%
2022 −16.76% −13.00% −9.35% −23.95%
2021 +38.58% +19.55% +13.55% +3.13%
2020 −20.64% −12.66% +16.74% +7.30%
2019 +33.86% +18.55% +19.92%
2018 −10.01% +13.79% −4.87%
2017 +13.67% +1.54% +16.30%
2016 +34.65% +13.43% +2.64%
2015 +7.76% +12.54% +6.37%
2014 −3.73% +33.37% +3.49%
2013 +15.10% −3.74% +1.98%
2012 +50.83% +18.28%
2011 +24.14% +4.42%
2010 +22.40% +37.30%
2009 +79.95% +17.55%
2008 −20.84% −8.27%
2007 −5.12% −0.80%
2006 +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.34%
2002 +24.51%
2001 +26.19%
2000 +28.38%
1999 −11.50%
1998 +3.90%
1997 +12.86%
1996 +11.00%
1995 +42.66%
1994 +9.86%

Drawdowns

MAIN,O,JEPI,QYLD - Total Real Return Drawdowns Chart
Date
--
MAIN
--
O
--
JEPI
--
QYLD
--
Thu 2020-05-21? to Fri 2025-04-04 Current
Drawdown
Worst
Drawdown
MAIN
×
−17.97% −30.58%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−22.33% −37.83%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI
×
−12.75% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−18.09% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund