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

Total Real Returns

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

Wed 2022-05-04? to Wed 2025-06-25 YTD
Return
TRR
Price
VUG
×
+2.89%
2025-06-25
6.262 TRR
2025-06-25
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−1.43%
2025-06-25
1.34 TRR
2025-06-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
+1.98%
2025-06-25
2.892 TRR
2025-06-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2025-06-25 Overall
Return
Exponential
Trendline
VUG
×
+50.46%
+13.88%/yr
+23.13%/yr
(R2=0.883)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+34.05%
+9.77%/yr
+17.57%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
+16.31%
+4.92%/yr
+9.03%/yr
(R2=0.736)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2025-06-25 Start
Value
End
Value
VUG
×
$10,000.00
2022-05-04
$15,045.98
2025-06-25
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$13,404.63
2025-06-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$11,631.15
2025-06-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year VUG JEPQ VYM
2025 (YTD) +2.89% −1.43% +1.98%
2024 +28.97% +21.40% +14.30%
2023 +42.08% +31.85% +3.14%
2022 −37.22% −15.05% −6.50%
2021 +18.97% +17.90%
2020 +38.36% −0.21%
2019 +33.98% +21.30%
2018 −5.13% −7.69%
2017 +25.08% +14.01%
2016 +4.12% +14.66%
2015 +2.48% −0.44%
2014 +12.77% +12.68%
2013 +30.50% +28.15%
2012 +15.02% +10.78%
2011 −1.11% +7.35%
2010 +15.47% +12.54%
2009 +32.53% +14.08%
2008 −38.07% −31.97%
2007 +8.09% −2.62%
2006 +6.51% +2.76%
2005 +1.54%
2004 +2.15%

Drawdowns

Wed 2022-05-04? to Wed 2025-06-25 Current
Drawdown
Worst
Drawdown
VUG
×
−1.25% −23.92%
2025-04-08
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−4.85% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
−2.74% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund