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

Total Real Returns

VTI,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Wed 2025-05-14 YTD
Return
TRR
Price
VTI
×
−1.49%
2025-05-14
4.274 TRR
2025-05-14
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−2.23%
2025-05-14
1.366 TRR
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
VTI
×
+67.29%
+10.88%/yr
+5.56%/yr
(R2=0.350)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
+36.63%
+6.47%/yr
+4.35%/yr
(R2=0.580)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-05-14 Start
Value
End
Value
VTI
×
$10,000.00
2020-05-21
$16,728.90
2025-05-14
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$13,662.90
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VTI JEPI
2025 (YTD) −1.49% −2.23%
2024 +20.34% +9.43%
2023 +21.97% +6.25%
2022 −24.41% −9.34%
2021 +17.42% +13.55%
2020 +19.45% +16.76%
2019 +27.75%
2018 −7.01%
2017 +18.71%
2016 +10.53%
2015 −0.37%
2014 +11.70%
2013 +31.48%
2012 +14.46%
2011 −1.94%
2010 +15.70%
2009 +25.49%
2008 −37.05%
2007 +1.23%
2006 +12.85%
2005 +2.78%
2004 +9.23%
2003 +28.33%
2002 −22.33%
2001 −6.76%

Drawdowns

Thu 2020-05-21? to Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
VTI
×
−5.34% −30.16%
2022-10-12
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−6.33% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund