All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2025-08-06 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−2.91%
2025-08-06 |
3.453 TRR
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
−0.14%
2025-08-06 |
1.396 TRR
2025-08-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| MO × |
+22.05%
2025-08-06 |
38861.54 TRR
2025-08-06 |
||||
| Altria Group NYSE Common Stock | ||||||
| Thu 2020-05-21? to Wed 2025-08-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+50.56%
+8.17%/yr |
+4.10%/yr
(R2=0.350) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+39.56%
+6.61%/yr |
+4.39%/yr
(R2=0.616) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| MO × |
+102.40%
+14.49%/yr |
+7.42%/yr
(R2=0.514) |
||||
| Altria Group NYSE Common Stock | ||||||
| Thu 2020-05-21? to Wed 2025-08-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,056.43
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,955.63
2025-08-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| MO × |
$10,000.00
2020-05-21 |
$20,240.38
2025-08-06 |
||||
| Altria Group NYSE Common Stock | ||||||
| Year | SCHD | JEPI | MO |
|---|---|---|---|
| 2025 (YTD) | −2.91% | −0.14% | +22.05% |
| 2024 | +8.53% | +9.43% | +36.81% |
| 2023 | +1.16% | +6.26% | −6.80% |
| 2022 | −9.11% | −9.34% | −1.98% |
| 2021 | +21.32% | +13.53% | +16.03% |
| 2020 | +13.50% | +16.77% | −11.42% |
| 2019 | +24.46% | — | +5.45% |
| 2018 | −7.32% | — | −28.49% |
| 2017 | +18.28% | — | +7.16% |
| 2016 | +14.09% | — | +18.02% |
| 2015 | −1.00% | — | +22.22% |
| 2014 | +10.85% | — | +33.44% |
| 2013 | +30.93% | — | +26.65% |
| 2012 | +9.50% | — | +9.83% |
| 2011 | +5.72% | — | +23.97% |
| 2010 | — | — | +31.99% |
| 2009 | — | — | +36.61% |
| 2008 | — | — | −29.70% |
| 2007 | — | — | +30.26% |
| 2006 | — | — | +35.19% |
| 2005 | — | — | +43.08% |
| 2004 | — | — | +37.27% |
| 2003 | — | — | +73.38% |
| 2002 | — | — | +8.99% |
| 2001 | — | — | +27.23% |
| 2000 | — | — | +156.94% |
| 1999 | — | — | −47.13% |
| 1998 | — | — | +37.61% |
| 1997 | — | — | +38.35% |
| 1996 | — | — | +46.43% |
| 1995 | — | — | +82.58% |
| 1994 | — | — | +28.17% |
| 1993 | — | — | −13.13% |
| 1992 | — | — | +6.38% |
| 1991 | — | — | +69.76% |
| 1990 | — | — | +36.38% |
| 1989 | — | — | +81.81% |
| 1988 | — | — | +37.85% |
| 1987 | — | — | +31.36% |
| 1986 | — | — | +92.82% |
| 1985 | — | — | +28.50% |
| 1984 | — | — | +37.42% |
| 1983 | — | — | +34.88% |
| 1982 | — | — | +44.46% |
| 1981 | — | — | +31.19% |
| 1980 | — | — | +61.42% |
| Thu 2020-05-21? to Wed 2025-08-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −9.38% |
−21.66%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −4.32% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| MO × | 0.00% |
−27.70%
2022-07-06 |
||||
| Altria Group NYSE Common Stock | ||||||