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

Total Real Returns

USDOLLAR,DIVO,SCHD,JEPI,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Mon 2024-09-30 YTD
Return
TRR
Price
USDOLLAR
×
−2.72%
2024-09-30
0.03107 TRR
2024-09-30
United States Dollar Currency
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+10.31%
2024-09-30
1.409 TRR
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+14.15%
2024-09-30
1.279 TRR
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
USDOLLAR
×
−8.26%
−3.51%/yr
−3.18%/yr
(R2=0.976)
United States Dollar Currency
DIVO
×
+15.22%
+6.06%/yr
+7.55%/yr
(R2=0.722)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+7.92%
+3.21%/yr
+4.21%/yr
(R2=0.293)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+13.83%
+5.52%/yr
+7.43%/yr
(R2=0.806)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+27.86%
+10.74%/yr
+18.90%/yr
(R2=0.849)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2024-09-30 Start
Value
End
Value
USDOLLAR
×
$10,000.00
2022-05-04
$9,174.31
2024-09-30
United States Dollar Currency
DIVO
×
$10,000.00
2022-05-04
$11,521.68
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$10,791.52
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,382.94
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,786.31
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year USDOLLAR DIVO SCHD JEPI JEPQ
2024 (YTD) −2.72% +13.63% +10.96% +10.31% +14.15%
2023 −3.29% +3.48% +1.16% +6.26% +31.84%
2022 −6.01% −7.45% −9.13% −9.36% −15.04%
2021 −6.61% +14.80% +21.33% +13.54%
2020 −1.38% +10.90% +13.49% +16.76%
2019 −2.23% +22.09% +24.44%
2018 −1.88% −4.99% −7.32%
2017 −2.07% +18.93% +18.34%
2016 −2.02% −0.60% +14.07%
2015 −0.67% −1.00%
2014 −0.81% +10.84%
2013 −1.46% +30.92%
2012 −1.72% +9.48%
2011 −2.85% +5.72%
2010 −1.51%
2009 −2.60%
2008 −0.13%
2007 −3.90%
2006 −2.50%
2005 −3.32%
2004 −3.15%
2003 −1.83%
2002 −2.30%
2001 −1.54%
2000 −3.26%
1999 −2.65%
1998 −1.58%
1997 −1.66%
1996 −3.21%
1995 −2.47%
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%

Drawdowns

Wed 2022-05-04? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−8.26% −8.26%
2024-09-23
United States Dollar Currency
DIVO
×
0.00% −13.57%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −16.21%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
0.00% −12.43%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−0.62% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund