SCHD,JGCGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2014-11-07? to Tue 2025-05-06	YTD Return	TRR Price
SCHD ×	−7.09% 2025-05-06	3.304 TRR 2025-05-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	+0.54% 2025-05-06	1.011 TRR 2025-05-06
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Fri 2014-11-07? to Tue 2025-05-06	Overall Return	Exponential Trendline
SCHD ×	+100.55% +6.86%/yr	+8.81%/yr (R2=0.905)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	+1.14% +0.11%/yr	−0.46%/yr (R2=0.050)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Fri 2014-11-07? to Tue 2025-05-06	Start Value	End Value
SCHD ×	$10,000.00 2014-11-07	$20,054.95 2025-05-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	$10,000.00 2014-11-07	$10,113.82 2025-05-06
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	SCHD	JGCGX
2025 (YTD)	−7.09%	+0.54%
2024	+8.52%	+4.26%
2023	+1.16%	+2.34%
2022	−9.14%	−14.57%
2021	+21.35%	−3.95%
2020	+13.49%	+0.76%
2019	+24.43%	+8.45%
2018	−7.32%	−1.52%
2017	+18.34%	+2.89%
2016	+14.07%	+5.62%
2015	−1.00%	−2.02%
2014	+10.84%	+0.27%
2013	+30.94%	—
2012	+9.49%	—
2011	+5.73%	—

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Drawdowns

Fri 2014-11-07? to Tue 2025-05-06	Current Drawdown	Worst Drawdown
SCHD ×	−13.27%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	−12.71%	−21.56% 2023-10-19
Jpmorgan Income Fund Class C Mutual Fund