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

Wed 2022-05-04? to Mon 2025-03-31	YTD Return	TRR Price
SCHD ×	+1.90% 2025-03-31	3.624 TRR 2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−3.00% 2025-03-31	10.76 TRR 2025-03-31
Main Street Capital Corporation NYSE Common Stock
O ×	+8.73% 2025-03-31	23.16 TRR 2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ ×	−7.86% 2025-03-31	1.253 TRR 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−0.90% 2025-03-31	1.385 TRR 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Mon 2025-03-31	Overall Return	Exponential Trendline
SCHD ×	+7.58% +2.54%/yr	+6.37%/yr (R2=0.553)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+58.08% +17.06%/yr	+23.74%/yr (R2=0.870)
Main Street Capital Corporation NYSE Common Stock
O ×	−11.14% −3.98%/yr	−4.93%/yr (R2=0.236)
Realty Income Corporation NYSE Common Stock
JEPQ ×	+25.31% +8.07%/yr	+19.31%/yr (R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+11.93% +3.95%/yr	+8.39%/yr (R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Mon 2025-03-31	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,757.98 2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2022-05-04	$15,807.71 2025-03-31
Main Street Capital Corporation NYSE Common Stock
O ×	$10,000.00 2022-05-04	$8,886.34 2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ ×	$10,000.00 2022-05-04	$12,531.46 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$11,192.95 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	MAIN	O	JEPQ	JEPI
2025 (YTD)	+1.90%	−3.00%	+8.73%	−7.86%	−0.90%
2024	+8.54%	+43.20%	−4.85%	+21.41%	+9.43%
2023	+1.16%	+24.07%	−7.63%	+31.84%	+6.27%
2022	−9.13%	−16.76%	−13.00%	−15.03%	−9.34%
2021	+21.31%	+38.55%	+19.55%	—	+13.54%
2020	+13.46%	−20.61%	−12.66%	—	+16.75%
2019	+24.49%	+33.82%	+18.56%	—	—
2018	−7.33%	−9.98%	+13.79%	—	—
2017	+18.31%	+13.67%	+1.52%	—	—
2016	+14.11%	+34.67%	+13.44%	—	—
2015	−1.00%	+7.70%	+12.56%	—	—
2014	+10.86%	−3.68%	+33.32%	—	—
2013	+30.89%	+15.11%	−3.73%	—	—
2012	+9.49%	+50.88%	+18.28%	—	—
2011	+5.73%	+24.05%	+4.44%	—	—
2010	—	+22.40%	+37.24%	—	—
2009	—	+79.94%	+17.62%	—	—
2008	—	−20.85%	−8.29%	—	—
2007	—	−5.10%	−0.79%	—	—
2006	—	—	+32.66%	—	—
2005	—	—	−12.39%	—	—
2004	—	—	+29.66%	—	—
2003	—	—	+19.37%	—	—
2002	—	—	+24.51%	—	—
2001	—	—	+26.20%	—	—
2000	—	—	+28.37%	—	—
1999	—	—	−11.50%	—	—
1998	—	—	+3.92%	—	—
1997	—	—	+12.85%	—	—
1996	—	—	+11.00%	—	—
1995	—	—	+42.66%	—	—
1994	—	—	+9.86%	—	—

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Drawdowns

Wed 2022-05-04? to Mon 2025-03-31	Current Drawdown	Worst Drawdown
SCHD ×	−4.87%	−16.20% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−9.85%	−27.29% 2022-10-10
Main Street Capital Corporation NYSE Common Stock
O ×	−17.46%	−36.91% 2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ ×	−11.08%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−5.04%	−12.44% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund