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

Wed 2022-05-04? to Tue 2025-04-01	YTD Return	TRR Price
SCHD ×	+1.57% 2025-04-01	3.612 TRR 2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−1.01% 2025-04-01	10.98 TRR 2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ ×	−8.17% 2025-04-01	1.249 TRR 2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD ×	−6.75% 2025-04-01	1.654 TRR 2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Tue 2025-04-01	Overall Return	Exponential Trendline
SCHD ×	+7.19% +2.42%/yr	+6.37%/yr (R2=0.554)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+61.32% +17.86%/yr	+23.76%/yr (R2=0.870)
Main Street Capital Corporation NYSE Common Stock
JEPQ ×	+24.90% +7.94%/yr	+19.28%/yr (R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD ×	+6.97% +2.34%/yr	+11.74%/yr (R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Tue 2025-04-01	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,719.23 2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2022-05-04	$16,131.92 2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ ×	$10,000.00 2022-05-04	$12,490.32 2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD ×	$10,000.00 2022-05-04	$10,697.38 2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	MAIN	JEPQ	QYLD
2025 (YTD)	+1.57%	−1.01%	−8.17%	−6.75%
2024	+8.54%	+43.16%	+21.38%	+15.98%
2023	+1.16%	+24.06%	+31.87%	+18.83%
2022	−9.16%	−16.74%	−15.03%	−24.01%
2021	+21.35%	+38.55%	—	+3.19%
2020	+13.46%	−20.61%	—	+7.24%
2019	+24.49%	+33.82%	—	+19.92%
2018	−7.33%	−9.98%	—	−4.87%
2017	+18.31%	+13.63%	—	+16.30%
2016	+14.11%	+34.65%	—	+2.64%
2015	−1.00%	+7.76%	—	+6.47%
2014	+10.86%	−3.68%	—	+3.39%
2013	+30.88%	+15.04%	—	+2.08%
2012	+9.49%	+50.97%	—	—
2011	+5.73%	+24.05%	—	—
2010	—	+22.39%	—	—
2009	—	+79.97%	—	—
2008	—	−20.85%	—	—
2007	—	−5.10%	—	—

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Drawdowns

Wed 2022-05-04? to Tue 2025-04-01	Current Drawdown	Worst Drawdown
SCHD ×	−5.20%	−16.23% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−8.00%	−27.28% 2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPQ ×	−11.37%	−19.00% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD ×	−9.91%	−22.01% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund