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

Wed 2020-04-29 to Fri 2025-05-02	YTD Return	TRR Price
SCHD ×	−5.20% 2025-05-02	3.371 TRR 2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	+0.13% 2025-05-02	1.007 TRR 2025-05-02
Jpmorgan Income Fund Class C Mutual Fund

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Returns

Wed 2020-04-29 to Fri 2025-05-02	Overall Return	Exponential Trendline
SCHD ×	+44.30% +7.60%/yr	+4.65%/yr (R2=0.362)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	−2.01% −0.40%/yr	−3.68%/yr (R2=0.501)
Jpmorgan Income Fund Class C Mutual Fund

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Growth of $10,000

Wed 2020-04-29 to Fri 2025-05-02	Start Value	End Value
SCHD ×	$10,000.00 2020-04-29	$14,429.68 2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	$10,000.00 2020-04-29	$9,798.97 2025-05-02
Jpmorgan Income Fund Class C Mutual Fund

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Annual Returns

Year	SCHD	JGCGX
2025 (YTD)	−5.20%	+0.13%
2024	+8.53%	+4.26%
2023	+1.16%	+2.36%
2022	−9.14%	−14.57%
2021	+21.36%	−3.96%
2020	+13.49%	+0.77%
2019	+24.44%	+8.45%
2018	−7.32%	−1.53%
2017	+18.35%	+2.89%
2016	+14.09%	+5.62%
2015	−1.08%	−2.03%
2014	+10.84%	+0.27%
2013	+30.96%	—
2012	+9.49%	—
2011	+5.73%	—

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Drawdowns

Wed 2020-04-29 to Fri 2025-05-02	Current Drawdown	Worst Drawdown
SCHD ×	−11.51%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JGCGX ×	−13.07%	−21.57% 2023-10-19
Jpmorgan Income Fund Class C Mutual Fund