All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? 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 | ||||||
| O × |
+7.55%
2025-04-02 |
22.9 TRR
2025-04-02 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
−0.45%
2025-04-02 |
1.391 TRR
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+57.55%
+9.79%/yr |
+4.43%/yr
(R2=0.344) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+20.05%
+3.83%/yr |
−2.28%/yr
(R2=0.129) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
+39.13%
+7.02%/yr |
+4.44%/yr
(R2=0.576) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,754.66
2025-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2020-05-21 |
$12,005.04
2025-04-02 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,912.62
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | O | JEPI |
|---|---|---|---|
| 2025 (YTD) | +1.57% | +7.55% | −0.45% |
| 2024 | +8.50% | −4.84% | +9.44% |
| 2023 | +1.16% | −7.65% | +6.28% |
| 2022 | −9.12% | −13.00% | −9.35% |
| 2021 | +21.35% | +19.55% | +13.52% |
| 2020 | +13.46% | −12.66% | +16.77% |
| 2019 | +24.49% | +18.55% | — |
| 2018 | −7.33% | +13.79% | — |
| 2017 | +18.31% | +1.52% | — |
| 2016 | +14.11% | +13.45% | — |
| 2015 | −1.00% | +12.54% | — |
| 2014 | +10.86% | +33.33% | — |
| 2013 | +30.86% | −3.74% | — |
| 2012 | +9.50% | +18.28% | — |
| 2011 | +5.71% | +4.42% | — |
| 2010 | — | +37.30% | — |
| 2009 | — | +17.63% | — |
| 2008 | — | −8.33% | — |
| 2007 | — | −0.80% | — |
| 2006 | — | +32.74% | — |
| 2005 | — | −12.45% | — |
| 2004 | — | +29.70% | — |
| 2003 | — | +19.36% | — |
| 2002 | — | +24.51% | — |
| 2001 | — | +26.17% | — |
| 2000 | — | +28.38% | — |
| 1999 | — | −11.50% | — |
| 1998 | — | +3.92% | — |
| 1997 | — | +12.84% | — |
| 1996 | — | +11.03% | — |
| 1995 | — | +42.63% | — |
| 1994 | — | +9.86% | — |
| Thu 2020-05-21? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.20% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −19.55% |
−37.83%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × | −4.60% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||