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

Total Real Returns

VOO,VUG,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Tue 2025-05-20 YTD
Return
TRR
Price
VOO
×
−0.29%
2025-05-20
4.809 TRR
2025-05-20
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
−0.88%
2025-05-20
6.033 TRR
2025-05-20
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−4.91%
2025-05-20
1.293 TRR
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
VOO
×
+30.38%
+9.10%/yr
+16.73%/yr
(R2=0.873)
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
+44.94%
+12.96%/yr
+23.37%/yr
(R2=0.876)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+29.32%
+8.81%/yr
+18.03%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-05-20 Start
Value
End
Value
VOO
×
$10,000.00
2022-05-04
$13,037.59
2025-05-20
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
$10,000.00
2022-05-04
$14,493.67
2025-05-20
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,931.76
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VOO VUG JEPQ
2025 (YTD) −0.29% −0.88% −4.91%
2024 +21.48% +28.97% +21.40%
2023 +22.23% +42.08% +31.87%
2022 −23.14% −37.22% −15.05%
2021 +20.33% +18.97%
2020 +16.73% +38.36%
2019 +28.43% +33.98%
2018 −6.29% −5.14%
2017 +19.25% +25.09%
2016 +9.89% +4.12%
2015 +0.59% +2.49%
2014 +12.70% +12.76%
2013 +30.43% +30.52%
2012 +14.02% +15.02%
2011 −1.04% −1.12%
2010 +14.35% +15.50%
2009 +32.51%
2008 −38.08%
2007 +8.09%
2006 +6.51%
2005 +1.54%
2004 +2.16%

Drawdowns

Wed 2022-05-04? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
VOO
×
−3.78% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
VUG
×
−4.87% −23.92%
2025-04-08
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−8.22% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund