All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Fri 2025-02-07 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+0.99%
2025-02-07 |
3.577 TRR
2025-02-07 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+2.96%
2025-02-07 |
1.432 TRR
2025-02-07 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| O × |
+2.02%
2025-02-07 |
21.02 TRR
2025-02-07 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2020-05-21? to Fri 2025-02-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+56.03%
+9.89%/yr |
+4.35%/yr
(R2=0.316) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+43.17%
+7.90%/yr |
+4.32%/yr
(R2=0.544) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| O × |
+10.22%
+2.09%/yr |
−3.20%/yr
(R2=0.223) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2020-05-21? to Fri 2025-02-07 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,602.72
2025-02-07 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,317.02
2025-02-07 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2020-05-21 |
$11,022.40
2025-02-07 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHD | JEPI | O |
|---|---|---|---|
| 2025 (YTD) | +0.99% | +2.96% | +2.02% |
| 2024 | +8.55% | +9.42% | −4.84% |
| 2023 | +1.16% | +6.26% | −7.64% |
| 2022 | −9.14% | −9.35% | −12.99% |
| 2021 | +21.33% | +13.56% | +15.81% |
| 2020 | +13.48% | +16.75% | −12.78% |
| 2019 | +24.45% | — | +18.56% |
| 2018 | −7.34% | — | +13.79% |
| 2017 | +18.33% | — | +1.54% |
| 2016 | +14.13% | — | +13.44% |
| 2015 | −1.08% | — | +12.55% |
| 2014 | +10.87% | — | +33.34% |
| 2013 | +30.93% | — | −3.76% |
| 2012 | +9.49% | — | +18.28% |
| 2011 | +5.72% | — | +4.40% |
| 2010 | — | — | +37.29% |
| 2009 | — | — | +17.67% |
| 2008 | — | — | −8.31% |
| 2007 | — | — | −0.83% |
| 2006 | — | — | +32.73% |
| 2005 | — | — | −12.41% |
| 2004 | — | — | +29.67% |
| 2003 | — | — | +19.35% |
| 2002 | — | — | +24.52% |
| 2001 | — | — | +26.17% |
| 2000 | — | — | +28.37% |
| 1999 | — | — | −11.50% |
| 1998 | — | — | +3.92% |
| 1997 | — | — | +12.86% |
| 1996 | — | — | +11.00% |
| 1995 | — | — | +42.63% |
| 1994 | — | — | +9.86% |
| Thu 2020-05-21? to Fri 2025-02-07 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −6.10% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −1.84% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| O × | −23.68% |
−37.82%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||