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

Thu 2020-05-21? to Fri 2025-03-28	YTD Return	TRR Price
SCHD ×	+0.55% 2025-03-28	3.575 TRR 2025-03-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−0.68% 2025-03-28	2.817 TRR 2025-03-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	−2.80% 2025-03-28	10.78 TRR 2025-03-28
Main Street Capital Corporation NYSE Common Stock
O ×	+6.15% 2025-03-28	22.6 TRR 2025-03-28
Realty Income Corporation NYSE Common Stock
JEPI ×	−1.68% 2025-03-28	1.374 TRR 2025-03-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−7.31% 2025-03-28	1.644 TRR 2025-03-28
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2025-03-28	Overall Return	Exponential Trendline
SCHD ×	+55.91% +9.59%/yr	+4.43%/yr (R2=0.342)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+55.25% +9.49%/yr	+5.75%/yr (R2=0.548)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	+112.93% +16.86%/yr	+13.30%/yr (R2=0.720)
Main Street Capital Corporation NYSE Common Stock
O ×	+18.48% +3.56%/yr	−2.29%/yr (R2=0.130)
Realty Income Corporation NYSE Common Stock
JEPI ×	+37.41% +6.77%/yr	+4.43%/yr (R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+17.46% +3.37%/yr	+0.88%/yr (R2=0.018)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2025-03-28	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,590.73 2025-03-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2020-05-21	$15,524.59 2025-03-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	$10,000.00 2020-05-21	$21,292.75 2025-03-28
Main Street Capital Corporation NYSE Common Stock
O ×	$10,000.00 2020-05-21	$11,848.05 2025-03-28
Realty Income Corporation NYSE Common Stock
JEPI ×	$10,000.00 2020-05-21	$13,740.61 2025-03-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	$10,000.00 2020-05-21	$11,745.58 2025-03-28
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	VYM	MAIN	O	JEPI	QYLD
2025 (YTD)	+0.55%	−0.68%	−2.80%	+6.15%	−1.68%	−7.31%
2024	+8.50%	+14.30%	+43.15%	−4.85%	+9.43%	+16.05%
2023	+1.16%	+3.13%	+24.07%	−7.65%	+6.27%	+18.75%
2022	−9.13%	−6.49%	−16.74%	−13.00%	−9.35%	−23.96%
2021	+21.36%	+17.90%	+38.56%	+19.55%	+13.54%	+3.13%
2020	+13.47%	−0.22%	−20.62%	−12.66%	+16.75%	+7.24%
2019	+24.42%	+21.30%	+33.83%	+18.56%	—	+20.02%
2018	−7.33%	−7.69%	−9.98%	+13.79%	—	−4.94%
2017	+18.39%	+14.01%	+13.64%	+1.54%	—	+16.39%
2016	+14.03%	+14.66%	+34.67%	+13.42%	—	+2.64%
2015	−1.00%	−0.44%	+7.76%	+12.57%	—	+6.37%
2014	+10.86%	+12.69%	−3.74%	+33.33%	—	+3.49%
2013	+30.92%	+28.13%	+15.11%	−3.73%	—	+1.98%
2012	+9.49%	+10.78%	+50.88%	+18.24%	—	—
2011	+5.72%	+7.35%	+24.08%	+4.44%	—	—
2010	—	+12.54%	+22.39%	+37.24%	—	—
2009	—	+14.08%	+79.96%	+17.62%	—	—
2008	—	−31.98%	−20.85%	−8.29%	—	—
2007	—	−2.62%	−5.10%	−0.79%	—	—
2006	—	+2.76%	—	+32.77%	—	—
2005	—	—	—	−12.46%	—	—
2004	—	—	—	+29.66%	—	—
2003	—	—	—	+19.39%	—	—
2002	—	—	—	+24.52%	—	—
2001	—	—	—	+26.18%	—	—
2000	—	—	—	+28.37%	—	—
1999	—	—	—	−11.49%	—	—
1998	—	—	—	+3.90%	—	—
1997	—	—	—	+12.85%	—	—
1996	—	—	—	+11.01%	—	—
1995	—	—	—	+42.68%	—	—
1994	—	—	—	+9.82%	—	—

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Drawdowns

Thu 2020-05-21? to Fri 2025-03-28	Current Drawdown	Worst Drawdown
SCHD ×	−6.16%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−5.27%	−20.55% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN ×	−9.66%	−30.57% 2022-10-10
Main Street Capital Corporation NYSE Common Stock
O ×	−20.60%	−37.83% 2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI ×	−5.79%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−10.45%	−29.60% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund