SCHD,MAIN,O,JEPQ: 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
O ×	+7.63% 2025-04-01	22.91 TRR 2025-04-01
Realty Income 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

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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
O ×	−12.05% −4.32%/yr	−4.91%/yr (R2=0.234)
Realty Income 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

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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
O ×	$10,000.00 2022-05-04	$8,795.01 2025-04-01
Realty Income 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

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Annual Returns

Year	SCHD	MAIN	O	JEPQ
2025 (YTD)	+1.57%	−1.01%	+7.63%	−8.17%
2024	+8.54%	+43.16%	−4.86%	+21.38%
2023	+1.16%	+24.06%	−7.65%	+31.87%
2022	−9.16%	−16.74%	−12.99%	−15.03%
2021	+21.35%	+38.55%	+19.54%	—
2020	+13.46%	−20.61%	−12.66%	—
2019	+24.49%	+33.82%	+18.57%	—
2018	−7.33%	−9.98%	+13.77%	—
2017	+18.31%	+13.63%	+1.54%	—
2016	+14.11%	+34.65%	+13.43%	—
2015	−1.00%	+7.76%	+12.54%	—
2014	+10.86%	−3.68%	+33.33%	—
2013	+30.88%	+15.04%	−3.71%	—
2012	+9.49%	+50.97%	+18.24%	—
2011	+5.73%	+24.05%	+4.42%	—
2010	—	+22.39%	+37.30%	—
2009	—	+79.97%	+17.63%	—
2008	—	−20.85%	−8.33%	—
2007	—	−5.10%	−0.80%	—
2006	—	—	+32.74%	—
2005	—	—	−12.38%	—
2004	—	—	+29.61%	—
2003	—	—	+19.37%	—
2002	—	—	+24.52%	—
2001	—	—	+26.18%	—
2000	—	—	+28.39%	—
1999	—	—	−11.50%	—
1998	—	—	+3.92%	—
1997	—	—	+12.84%	—
1996	—	—	+11.00%	—
1995	—	—	+42.63%	—
1994	—	—	+9.86%	—

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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
O ×	−18.31%	−36.91% 2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ ×	−11.37%	−19.00% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund