SCHD,SGOV,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-28? to Fri 2025-05-02	YTD Return	TRR Price
SCHD ×	−5.20% 2025-05-02	3.371 TRR 2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	−0.09% 2025-05-02	0.9132 TRR 2025-05-02
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−2.09% 2025-05-02	1.368 TRR 2025-05-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Fri 2025-05-02	Overall Return	Exponential Trendline
SCHD ×	+41.94% +7.37%/yr	+4.20%/yr (R2=0.331)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	−8.68% −1.83%/yr	−2.03%/yr (R2=0.456)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+33.57% +6.05%/yr	+4.31%/yr (R2=0.572)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Fri 2025-05-02	Start Value	End Value
SCHD ×	$10,000.00 2020-05-28	$14,193.90 2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$9,132.25 2025-05-02
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$13,357.33 2025-05-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	SGOV	JEPI
2025 (YTD)	−5.20%	−0.09%	−2.09%
2024	+8.53%	+2.32%	+9.43%
2023	+1.16%	+1.72%	+6.26%
2022	−9.14%	−4.59%	−9.35%
2021	+21.36%	−6.53%	+13.54%
2020	+13.49%	−1.52%	+16.74%
2019	+24.44%	—	—
2018	−7.32%	—	—
2017	+18.35%	—	—
2016	+14.09%	—	—
2015	−1.08%	—	—
2014	+10.84%	—	—
2013	+30.96%	—	—
2012	+9.49%	—	—
2011	+5.73%	—	—

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Drawdowns

Thu 2020-05-28? to Fri 2025-05-02	Current Drawdown	Worst Drawdown
SCHD ×	−11.51%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	−8.68%	−13.23% 2022-06-30
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−6.19%	−18.26% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund