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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-04-23 YTD
Return
TRR
Price
VUG
×
−10.83%
2025-04-23
5.274 TRR
2025-04-23
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−5.43%
2025-04-23
1.322 TRR
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-23 Overall
Return
Exponential
Trendline
VUG
×
+57.78%
+9.71%/yr
+6.02%/yr
(R2=0.244)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
+32.16%
+5.83%/yr
+4.36%/yr
(R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-23 Start
Value
End
Value
VUG
×
$10,000.00
2020-05-21
$15,778.25
2025-04-23
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$13,215.50
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VUG JEPI
2025 (YTD) −10.83% −5.43%
2024 +28.97% +9.43%
2023 +42.08% +6.25%
2022 −37.22% −9.34%
2021 +18.97% +13.53%
2020 +38.36% +16.77%
2019 +33.97%
2018 −5.13%
2017 +25.09%
2016 +4.11%
2015 +2.49%
2014 +12.77%
2013 +30.52%
2012 +15.01%
2011 −1.11%
2010 +15.50%
2009 +32.53%
2008 −38.09%
2007 +8.10%
2006 +6.50%
2005 +1.53%
2004 +2.17%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-23 Current
Drawdown
Worst
Drawdown
VUG
×
−16.83% −40.05%
2022-11-03
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−9.38% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund