All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Fri 2024-09-27 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
USDOLLAR × |
−2.72%
2024-09-27 |
0.03107 TRR
2024-09-27 |
||||
United States Dollar Currency | ||||||
DIVO × |
+13.63%
2024-09-27 |
1.897 TRR
2024-09-27 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
FLCSX × |
+19.17%
2024-09-27 |
5.34 TRR
2024-09-27 |
||||
Fidelity Large Cap Stock Fund Mutual Fund | ||||||
SCHD × |
+10.96%
2024-09-27 |
3.625 TRR
2024-09-27 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPI × |
+10.31%
2024-09-27 |
1.406 TRR
2024-09-27 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
USDOLLAR × |
−18.70%
−4.64%/yr |
−5.16%/yr
(R2=0.964) |
||||
United States Dollar Currency | ||||||
DIVO × |
+49.56%
+9.69%/yr |
+4.14%/yr
(R2=0.439) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
FLCSX × |
+87.37%
+15.52%/yr |
+7.84%/yr
(R2=0.505) |
||||
Fidelity Large Cap Stock Fund Mutual Fund | ||||||
SCHD × |
+58.09%
+11.09%/yr |
+3.76%/yr
(R2=0.221) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPI × |
+40.64%
+8.15%/yr |
+3.66%/yr
(R2=0.432) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
USDOLLAR × |
$10,000.00
2020-05-21 |
$8,130.08
2024-09-27 |
||||
United States Dollar Currency | ||||||
DIVO × |
$10,000.00
2020-05-21 |
$14,956.36
2024-09-27 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
FLCSX × |
$10,000.00
2020-05-21 |
$18,736.51
2024-09-27 |
||||
Fidelity Large Cap Stock Fund Mutual Fund | ||||||
SCHD × |
$10,000.00
2020-05-21 |
$15,809.42
2024-09-27 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$14,063.91
2024-09-27 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | USDOLLAR | DIVO | FLCSX | SCHD | JEPI |
---|---|---|---|---|---|
2024 (YTD) | −2.72% | +13.63% | +19.17% | +10.96% | +10.31% |
2023 | −3.29% | +3.48% | +19.53% | +1.16% | +6.26% |
2022 | −6.01% | −7.45% | −13.60% | −9.13% | −9.36% |
2021 | −6.61% | +14.80% | +17.52% | +21.33% | +13.54% |
2020 | −1.38% | +10.90% | +7.60% | +13.49% | +16.76% |
2019 | −2.23% | +22.09% | +28.64% | +24.44% | — |
2018 | −1.88% | −4.99% | −10.93% | −7.32% | — |
2017 | −2.07% | +18.93% | +15.71% | +18.34% | — |
2016 | −2.02% | −0.60% | +14.33% | +14.07% | — |
2015 | −0.67% | — | −2.69% | −1.00% | — |
2014 | −0.81% | — | +9.32% | +10.84% | — |
2013 | −1.46% | — | +37.32% | +30.92% | — |
2012 | −1.72% | — | +18.60% | +9.48% | — |
2011 | −2.85% | — | −4.43% | +5.72% | — |
2010 | −1.51% | — | +16.68% | — | — |
2009 | −2.60% | — | +46.49% | — | — |
2008 | −0.13% | — | −47.48% | — | — |
2007 | −3.90% | — | +8.63% | — | — |
2006 | −2.50% | — | +10.22% | — | — |
2005 | −3.32% | — | +3.89% | — | — |
2004 | −3.15% | — | +3.01% | — | — |
2003 | −1.83% | — | +22.86% | — | — |
2002 | −2.30% | — | −24.82% | — | — |
2001 | −1.54% | — | −19.04% | — | — |
2000 | −3.26% | — | −17.21% | — | — |
1999 | −2.65% | — | +23.96% | — | — |
1998 | −1.58% | — | +16.15% | — | — |
1997 | −1.66% | — | +13.71% | — | — |
1996 | −3.21% | — | +10.06% | — | — |
1995 | −2.47% | — | +6.55% | — | — |
1994 | −2.63% | — | — | — | — |
1993 | −2.65% | — | — | — | — |
1992 | −2.80% | — | — | — | — |
1991 | −3.01% | — | — | — | — |
1990 | −5.76% | — | — | — | — |
1989 | −4.43% | — | — | — | — |
1988 | −4.21% | — | — | — | — |
1987 | −4.27% | — | — | — | — |
1986 | −1.07% | — | — | — | — |
1985 | −3.67% | — | — | — | — |
1984 | −3.79% | — | — | — | — |
1983 | −3.65% | — | — | — | — |
1982 | −3.69% | — | — | — | — |
1981 | −8.18% | — | — | — | — |
1980 | −11.14% | — | — | — | — |
1979 | −11.72% | — | — | — | — |
1978 | −8.29% | — | — | — | — |
1977 | −6.27% | — | — | — | — |
1976 | −4.64% | — | — | — | — |
1975 | −6.48% | — | — | — | — |
1974 | −10.98% | — | — | — | — |
1973 | −8.00% | — | — | — | — |
1972 | −3.30% | — | — | — | — |
1971 | −3.17% | — | — | — | — |
1970 | −5.27% | — | — | — | — |
1969 | −5.84% | — | — | — | — |
1968 | −4.50% | — | — | — | — |
1967 | −2.95% | — | — | — | — |
1966 | −3.35% | — | — | — | — |
1965 | −1.88% | — | — | — | — |
1964 | −0.98% | — | — | — | — |
1963 | −1.64% | — | — | — | — |
1962 | −1.24% | — | — | — | — |
1961 | −0.76% | — | — | — | — |
1960 | −1.30% | — | — | — | — |
1959 | −1.74% | — | — | — | — |
1958 | −1.71% | — | — | — | — |
1957 | −2.80% | — | — | — | — |
1956 | −2.89% | — | — | — | — |
1955 | −0.34% | — | — | — | — |
1954 | +0.68% | — | — | — | — |
1953 | −0.68% | — | — | — | — |
1952 | −0.76% | — | — | — | — |
1951 | −5.71% | — | — | — | — |
1950 | −5.61% | — | — | — | — |
1949 | +2.14% | — | — | — | — |
1948 | −2.89% | — | — | — | — |
1947 | −8.11% | — | — | — | — |
1946 | −15.35% | — | — | — | — |
1945 | −2.20% | — | — | — | — |
1944 | −2.26% | — | — | — | — |
1943 | −2.89% | — | — | — | — |
1942 | −8.26% | — | — | — | — |
1941 | −9.03% | — | — | — | — |
1940 | −0.71% | — | — | — | — |
1939 | +0.00% | — | — | — | — |
1938 | +2.83% | — | — | — | — |
1937 | −2.75% | — | — | — | — |
1936 | −1.44% | — | — | — | — |
1935 | −2.89% | — | — | — | — |
1934 | −1.51% | — | — | — | — |
1933 | −0.75% | — | — | — | — |
1932 | +11.43% | — | — | — | — |
1931 | +10.31% | — | — | — | — |
1930 | +6.82% | — | — | — | — |
1929 | −0.60% | — | — | — | — |
1928 | +1.21% | — | — | — | — |
1927 | +2.30% | — | — | — | — |
1926 | +1.14% | — | — | — | — |
1925 | −3.35% | — | — | — | — |
1924 | +0.00% | — | — | — | — |
1923 | −2.36% | — | — | — | — |
1922 | +2.41% | — | — | — | — |
1921 | +12.12% | — | — | — | — |
1920 | −2.58% | — | — | — | — |
1919 | −12.71% | — | — | — | — |
1918 | −16.98% | — | — | — | — |
1917 | −15.30% | — | — | — | — |
1916 | −11.23% | — | — | — | — |
1915 | −1.92% | — | — | — | — |
1914 | −0.98% | — | — | — | — |
1913 | −2.02% | — | — | — | — |
Thu 2020-05-21? to Fri 2024-09-27 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
USDOLLAR × | −18.70% |
−18.70%
2024-09-23 |
||||
United States Dollar Currency | ||||||
DIVO × | 0.00% |
−18.71%
2022-09-30 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
FLCSX × | 0.00% |
−26.19%
2022-09-30 |
||||
Fidelity Large Cap Stock Fund Mutual Fund | ||||||
SCHD × | −0.07% |
−21.65%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPI × | 0.00% |
−18.26%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||