All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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 | ||||||
MAIN × |
−8.28%
2025-05-14 |
10.17 TRR
2025-05-14 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
JEPI × |
−2.23%
2025-05-14 |
1.366 TRR
2025-05-14 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
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 | ||||||
MAIN × |
+100.87%
+15.03%/yr |
+13.47%/yr
(R2=0.739) |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
JEPI × |
+36.63%
+6.47%/yr |
+4.35%/yr
(R2=0.580) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
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 | ||||||
MAIN × |
$10,000.00
2020-05-21 |
$20,086.89
2025-05-14 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$13,662.90
2025-05-14 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | VTI | MAIN | JEPI |
---|---|---|---|
2025 (YTD) | −1.49% | −8.28% | −2.23% |
2024 | +20.34% | +43.17% | +9.43% |
2023 | +21.97% | +24.09% | +6.25% |
2022 | −24.41% | −16.76% | −9.34% |
2021 | +17.42% | +38.56% | +13.55% |
2020 | +19.45% | −20.62% | +16.76% |
2019 | +27.75% | +33.83% | — |
2018 | −7.01% | −10.00% | — |
2017 | +18.71% | +13.68% | — |
2016 | +10.53% | +34.66% | — |
2015 | −0.37% | +7.75% | — |
2014 | +11.70% | −3.70% | — |
2013 | +31.48% | +15.07% | — |
2012 | +14.46% | +50.89% | — |
2011 | −1.94% | +24.09% | — |
2010 | +15.70% | +22.39% | — |
2009 | +25.49% | +79.95% | — |
2008 | −37.05% | −20.85% | — |
2007 | +1.23% | −5.11% | — |
2006 | +12.85% | — | — |
2005 | +2.78% | — | — |
2004 | +9.23% | — | — |
2003 | +28.33% | — | — |
2002 | −22.33% | — | — |
2001 | −6.76% | — | — |
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 | ||||||
MAIN × | −14.75% |
−30.57%
2022-10-10 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
JEPI × | −6.33% |
−18.26%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||