All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Fri 2025-04-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−7.91%
2025-04-04 |
3.275 TRR
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
−11.74%
2025-04-04 |
9.789 TRR
2025-04-04 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
+3.84%
2025-04-04 |
22.11 TRR
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
−8.94%
2025-04-04 |
1.272 TRR
2025-04-04 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Date | -- |
|---|---|
SCHD | -- |
SCHD (Trendline) | -- |
MAIN | -- |
MAIN (Trendline) | -- |
O | -- |
O (Trendline) | -- |
JEPI | -- |
JEPI (Trendline) | -- |
| Thu 2020-05-21? to Fri 2025-04-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+42.82%
+7.59%/yr |
+4.42%/yr
(R2=0.344) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+93.32%
+14.49%/yr |
+13.35%/yr
(R2=0.723) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
+15.89%
+3.07%/yr |
−2.28%/yr
(R2=0.129) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
+27.23%
+5.07%/yr |
+4.43%/yr
(R2=0.576) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-04-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$14,282.49
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2020-05-21 |
$19,331.58
2025-04-04 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
$10,000.00
2020-05-21 |
$11,588.57
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$12,723.28
2025-04-04 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | MAIN | O | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | −7.91% | −11.74% | +3.84% | −8.94% |
| 2024 | +8.54% | +43.18% | −4.85% | +9.42% |
| 2023 | +1.16% | +24.09% | −7.64% | +6.28% |
| 2022 | −9.12% | −16.76% | −13.00% | −9.35% |
| 2021 | +21.30% | +38.58% | +19.55% | +13.55% |
| 2020 | +13.51% | −20.64% | −12.66% | +16.74% |
| 2019 | +24.41% | +33.86% | +18.55% | — |
| 2018 | −7.33% | −10.01% | +13.79% | — |
| 2017 | +18.37% | +13.67% | +1.54% | — |
| 2016 | +14.11% | +34.65% | +13.43% | — |
| 2015 | −1.00% | +7.76% | +12.54% | — |
| 2014 | +10.77% | −3.73% | +33.37% | — |
| 2013 | +30.96% | +15.10% | −3.74% | — |
| 2012 | +9.49% | +50.83% | +18.28% | — |
| 2011 | +5.73% | +24.14% | +4.42% | — |
| 2010 | — | +22.40% | +37.30% | — |
| 2009 | — | +79.95% | +17.55% | — |
| 2008 | — | −20.84% | −8.27% | — |
| 2007 | — | −5.12% | −0.80% | — |
| 2006 | — | — | +32.74% | — |
| 2005 | — | — | −12.45% | — |
| 2004 | — | — | +29.70% | — |
| 2003 | — | — | +19.34% | — |
| 2002 | — | — | +24.51% | — |
| 2001 | — | — | +26.19% | — |
| 2000 | — | — | +28.38% | — |
| 1999 | — | — | −11.50% | — |
| 1998 | — | — | +3.90% | — |
| 1997 | — | — | +12.86% | — |
| 1996 | — | — | +11.00% | — |
| 1995 | — | — | +42.66% | — |
| 1994 | — | — | +9.86% | — |
Date | -- |
|---|---|
SCHD | -- |
MAIN | -- |
O | -- |
JEPI | -- |
| Thu 2020-05-21? to Fri 2025-04-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −14.01% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × | −17.97% |
−30.58%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × | −22.33% |
−37.83%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × | −12.75% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||