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

Thu 2020-05-21? 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
VYM ×	+0.40% 2025-03-31	2.847 TRR 2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares 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
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

Thu 2020-05-21? to Mon 2025-03-31	Overall Return	Exponential Trendline
SCHD ×	+58.06% +9.88%/yr	+4.43%/yr (R2=0.343)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+56.92% +9.72%/yr	+5.76%/yr (R2=0.549)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	+112.47% +16.78%/yr	+13.31%/yr (R2=0.721)
Main Street Capital Corporation NYSE Common Stock
O ×	+21.39% +4.07%/yr	−2.29%/yr (R2=0.129)
Realty Income Corporation NYSE Common Stock
JEPI ×	+38.49% +6.93%/yr	+4.43%/yr (R2=0.575)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Mon 2025-03-31	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,805.54 2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2020-05-21	$15,692.38 2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	$10,000.00 2020-05-21	$21,247.18 2025-03-31
Main Street Capital Corporation NYSE Common Stock
O ×	$10,000.00 2020-05-21	$12,138.52 2025-03-31
Realty Income Corporation NYSE Common Stock
JEPI ×	$10,000.00 2020-05-21	$13,848.76 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	VYM	MAIN	O	JEPI
2025 (YTD)	+1.90%	+0.40%	−3.00%	+8.73%	−0.90%
2024	+8.54%	+14.30%	+43.20%	−4.85%	+9.43%
2023	+1.16%	+3.14%	+24.07%	−7.63%	+6.27%
2022	−9.13%	−6.50%	−16.76%	−13.00%	−9.34%
2021	+21.31%	+17.90%	+38.55%	+19.55%	+13.54%
2020	+13.46%	−0.21%	−20.61%	−12.66%	+16.75%
2019	+24.49%	+21.30%	+33.82%	+18.56%	—
2018	−7.33%	−7.69%	−9.98%	+13.79%	—
2017	+18.31%	+14.01%	+13.67%	+1.52%	—
2016	+14.11%	+14.66%	+34.67%	+13.44%	—
2015	−1.00%	−0.44%	+7.70%	+12.56%	—
2014	+10.86%	+12.68%	−3.68%	+33.32%	—
2013	+30.89%	+28.15%	+15.11%	−3.73%	—
2012	+9.49%	+10.78%	+50.88%	+18.28%	—
2011	+5.73%	+7.35%	+24.05%	+4.44%	—
2010	—	+12.54%	+22.40%	+37.24%	—
2009	—	+14.08%	+79.94%	+17.62%	—
2008	—	−31.97%	−20.85%	−8.29%	—
2007	—	−2.62%	−5.10%	−0.79%	—
2006	—	+2.76%	—	+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

Thu 2020-05-21? to Mon 2025-03-31	Current Drawdown	Worst Drawdown
SCHD ×	−4.87%	−21.65% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−4.25%	−20.56% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	−9.85%	−30.57% 2022-10-10
Main Street Capital Corporation NYSE Common Stock
O ×	−18.66%	−37.83% 2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI ×	−5.04%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund