All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? 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 | ||||||
| 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 | ||||||
| JEPQ × |
+14.15%
2024-09-27 |
1.276 TRR
2024-09-27 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USDOLLAR × |
−8.26%
−3.53%/yr |
−3.18%/yr
(R2=0.976) |
||||
| United States Dollar Currency | ||||||
| FLCSX × |
+31.90%
+12.22%/yr |
+17.60%/yr
(R2=0.870) |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
+7.60%
+3.10%/yr |
+4.17%/yr
(R2=0.290) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+27.58%
+10.68%/yr |
+18.89%/yr
(R2=0.848) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| USDOLLAR × |
$10,000.00
2022-05-04 |
$9,174.31
2024-09-27 |
||||
| United States Dollar Currency | ||||||
| FLCSX × |
$10,000.00
2022-05-04 |
$13,190.39
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$10,759.61
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,758.38
2024-09-27 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | USDOLLAR | FLCSX | SCHD | JEPQ |
|---|---|---|---|---|
| 2024 (YTD) | −2.72% | +19.17% | +10.96% | +14.15% |
| 2023 | −3.29% | +19.53% | +1.16% | +31.84% |
| 2022 | −6.01% | −13.60% | −9.13% | −15.04% |
| 2021 | −6.61% | +17.52% | +21.33% | — |
| 2020 | −1.38% | +7.60% | +13.49% | — |
| 2019 | −2.23% | +28.64% | +24.44% | — |
| 2018 | −1.88% | −10.93% | −7.32% | — |
| 2017 | −2.07% | +15.71% | +18.34% | — |
| 2016 | −2.02% | +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% | — | — | — |
| Wed 2022-05-04? to Fri 2024-09-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| USDOLLAR × | −8.26% |
−8.26%
2024-09-23 |
||||
| United States Dollar Currency | ||||||
| FLCSX × | 0.00% |
−17.89%
2022-09-30 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × | −0.07% |
−16.21%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × | −0.83% |
−19.02%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||