All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Mon 2025-06-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+0.20%
2025-06-02 |
4.805 TRR
2025-06-02 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+0.40%
2025-06-02 |
6.066 TRR
2025-06-02 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+1.02%
2025-06-02 |
2.843 TRR
2025-06-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−2.45%
2025-06-02 |
1.363 TRR
2025-06-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Mon 2025-06-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+73.15%
+11.53%/yr |
+6.85%/yr
(R2=0.486) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+81.48%
+12.57%/yr |
+6.31%/yr
(R2=0.272) |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+56.66%
+9.33%/yr |
+5.73%/yr
(R2=0.571) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+36.31%
+6.35%/yr |
+4.34%/yr
(R2=0.587) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Mon 2025-06-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-21 |
$17,315.07
2025-06-02 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
$10,000.00
2020-05-21 |
$18,148.36
2025-06-02 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$15,666.38
2025-06-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,631.46
2025-06-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VOO | VUG | VYM | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +0.20% | +0.40% | +1.02% | −2.45% |
| 2024 | +21.48% | +28.97% | +14.30% | +9.42% |
| 2023 | +22.23% | +42.07% | +3.14% | +6.28% |
| 2022 | −23.14% | −37.22% | −6.50% | −9.35% |
| 2021 | +20.33% | +18.97% | +17.91% | +13.54% |
| 2020 | +16.73% | +38.36% | −0.22% | +16.76% |
| 2019 | +28.43% | +33.97% | +21.30% | — |
| 2018 | −6.29% | −5.13% | −7.68% | — |
| 2017 | +19.26% | +25.09% | +14.00% | — |
| 2016 | +9.89% | +4.11% | +14.67% | — |
| 2015 | +0.59% | +2.49% | −0.45% | — |
| 2014 | +12.71% | +12.76% | +12.68% | — |
| 2013 | +30.42% | +30.52% | +28.15% | — |
| 2012 | +14.02% | +15.02% | +10.77% | — |
| 2011 | −1.04% | −1.11% | +7.37% | — |
| 2010 | +14.35% | +15.48% | +12.53% | — |
| 2009 | — | +32.53% | +14.11% | — |
| 2008 | — | −38.08% | −31.99% | — |
| 2007 | — | +8.10% | −2.63% | — |
| 2006 | — | +6.51% | +2.77% | — |
| 2005 | — | +1.54% | — | — |
| 2004 | — | +2.16% | — | — |
| Thu 2020-05-21? to Mon 2025-06-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −3.85% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × | −4.34% |
−40.05%
2022-11-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × | −4.40% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −6.54% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||