All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? 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 | ||||||
| JEPQ × |
−6.71%
2025-04-02 |
1.269 TRR
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+7.19%
+2.41%/yr |
+6.38%/yr
(R2=0.555) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+60.62%
+17.67%/yr |
+23.77%/yr
(R2=0.871) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
+26.87%
+8.51%/yr |
+19.25%/yr
(R2=0.900) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$10,719.23
2025-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2022-05-04 |
$16,062.05
2025-04-02 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,687.04
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | MAIN | JEPQ |
|---|---|---|---|
| 2025 (YTD) | +1.57% | −1.46% | −6.71% |
| 2024 | +8.50% | +43.19% | +21.39% |
| 2023 | +1.16% | +24.06% | +31.86% |
| 2022 | −9.12% | −16.76% | −15.04% |
| 2021 | +21.35% | +38.58% | — |
| 2020 | +13.46% | −20.61% | — |
| 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% | — |
| Wed 2022-05-04? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.20% |
−16.23%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × | −8.41% |
−27.28%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × | −9.96% |
−19.02%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||