All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-03-21 YTD
Return
TRR
Price
SCHD
×
+0.36%
2025-03-21
3.569 TRR
2025-03-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+0.04%
2025-03-21
2.837 TRR
2025-03-21
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−1.24%
2025-03-21
10.95 TRR
2025-03-21
Main Street Capital Corporation NYSE Common Stock
O
×
+4.69%
2025-03-21
22.29 TRR
2025-03-21
Realty Income Corporation NYSE Common Stock
JEPQ
×
−5.98%
2025-03-21
1.279 TRR
2025-03-21
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.87%
2025-03-21
1.385 TRR
2025-03-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−6.30%
2025-03-21
1.661 TRR
2025-03-21
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-03-21 Overall
Return
Exponential
Trendline
SCHD
×
+5.91%
+2.01%/yr
+6.35%/yr
(R2=0.545)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+14.10%
+4.69%/yr
+9.45%/yr
(R2=0.712)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+60.95%
+17.97%/yr
+23.66%/yr
(R2=0.866)
Main Street Capital Corporation NYSE Common Stock
O
×
−14.46%
−5.28%/yr
−5.04%/yr
(R2=0.240)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+27.88%
+8.91%/yr
+19.47%/yr
(R2=0.901)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.96%
+4.00%/yr
+8.44%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+7.48%
+2.54%/yr
+11.87%/yr
(R2=0.860)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-03-21 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$10,591.38
2025-03-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$11,410.29
2025-03-21
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2022-05-04
$16,095.10
2025-03-21
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2022-05-04
$8,554.35
2025-03-21
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,787.60
2025-03-21
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,195.84
2025-03-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,747.78
2025-03-21
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM MAIN O JEPQ JEPI QYLD
2025 (YTD) +0.36% +0.04% −1.24% +4.69% −5.98% −0.87% −6.30%
2024 +8.51% +14.30% +43.18% −4.86% +21.40% +9.42% +16.03%
2023 +1.15% +3.13% +24.05% −7.65% +31.87% +6.28% +18.81%
2022 −9.12% −6.49% −16.75% −12.99% −15.04% −9.35% −24.02%
2021 +21.30% +17.90% +38.59% +19.55% +13.52% +3.16%
2020 +13.51% −0.21% −20.63% −12.66% +16.76% +7.30%
2019 +24.47% +21.29% +33.81% +18.55% +19.89%
2018 −7.33% −7.68% −9.99% +13.78% −4.89%
2017 +18.29% +14.01% +13.69% +1.54% +16.41%
2016 +14.15% +14.67% +34.64% +13.45% +2.62%
2015 −1.07% −0.46% +7.76% +12.55% +6.41%
2014 +10.86% +12.69% −3.74% +33.36% +3.46%
2013 +30.93% +28.15% +15.12% −3.76% +1.96%
2012 +9.50% +10.76% +50.79% +18.29%
2011 +5.72% +7.36% +24.15% +4.40%
2010 +12.55% +22.39% +37.26%
2009 +14.09% +79.95% +17.63%
2008 −31.98% −20.84% −8.30%
2007 −2.62% −5.10% −0.79%
2006 +2.74% +32.69%
2005 −12.40%
2004 +29.69%
2003 +19.35%
2002 +24.52%
2001 +26.18%
2000 +28.36%
1999 −11.49%
1998 +3.93%
1997 +12.84%
1996 +11.01%
1995 +42.65%
1994 +9.87%

Drawdowns

Wed 2022-05-04? to Fri 2025-03-21 Current
Drawdown
Worst
Drawdown
SCHD
×
−6.34% −16.22%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−4.59% −15.92%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−8.22% −27.29%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−20.55% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ
×
−9.25% −19.01%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.02% −12.43%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.50% −22.05%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund