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

Thu 2020-05-21? to Wed 2025-04-02	YTD Return	TRR Price
SCHD ×	+1.57% 2025-04-02	3.612 TRR 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−1.46% 2025-04-02	10.93 TRR 2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI ×	−0.45% 2025-04-02	1.391 TRR 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Wed 2025-04-02	Overall Return	Exponential Trendline
SCHD ×	+57.55% +9.79%/yr	+4.43%/yr (R2=0.344)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+115.89% +17.14%/yr	+13.34%/yr (R2=0.722)
Main Street Capital Corporation NYSE Common Stock
JEPI ×	+39.13% +7.02%/yr	+4.44%/yr (R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,754.66 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2020-05-21	$21,589.03 2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI ×	$10,000.00 2020-05-21	$13,912.62 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	MAIN	JEPI
2025 (YTD)	+1.57%	−1.46%	−0.45%
2024	+8.50%	+43.19%	+9.44%
2023	+1.16%	+24.06%	+6.28%
2022	−9.12%	−16.76%	−9.35%
2021	+21.35%	+38.58%	+13.52%
2020	+13.46%	−20.61%	+16.77%
2019	+24.49%	+33.82%	—
2018	−7.33%	−9.98%	—
2017	+18.31%	+13.63%	—
2016	+14.11%	+34.65%	—
2015	−1.00%	+7.76%	—
2014	+10.86%	−3.73%	—
2013	+30.86%	+15.10%	—
2012	+9.50%	+50.83%	—
2011	+5.71%	+24.15%	—
2010	—	+22.40%	—
2009	—	+79.92%	—
2008	—	−20.84%	—
2007	—	−5.10%	—

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Drawdowns

Thu 2020-05-21? to Wed 2025-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−5.20%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−8.41%	−30.56% 2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI ×	−4.60%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund