All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| VYM × |
−4.06%
2025-04-23 |
2.687 TRR
2025-04-23 |
||||
| Vanguard High Dividend Yield 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 | ||||||
| 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 | ||||||
| VYM × |
+48.08%
+8.30%/yr |
+5.71%/yr
(R2=0.553) |
||||
| Vanguard High Dividend Yield 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 | ||||||
| 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 | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$14,808.02
2025-04-23 |
||||
| Vanguard High Dividend Yield 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 | ||||||
| Year | VUG | VYM | JEPI |
|---|---|---|---|
| 2025 (YTD) | −10.83% | −4.06% | −5.43% |
| 2024 | +28.97% | +14.31% | +9.43% |
| 2023 | +42.08% | +3.13% | +6.25% |
| 2022 | −37.22% | −6.50% | −9.34% |
| 2021 | +18.97% | +17.90% | +13.53% |
| 2020 | +38.36% | −0.21% | +16.77% |
| 2019 | +33.97% | +21.29% | — |
| 2018 | −5.13% | −7.68% | — |
| 2017 | +25.09% | +14.00% | — |
| 2016 | +4.11% | +14.67% | — |
| 2015 | +2.49% | −0.46% | — |
| 2014 | +12.77% | +12.70% | — |
| 2013 | +30.52% | +28.16% | — |
| 2012 | +15.01% | +10.76% | — |
| 2011 | −1.11% | +7.37% | — |
| 2010 | +15.50% | +12.52% | — |
| 2009 | +32.53% | +14.09% | — |
| 2008 | −38.09% | −31.97% | — |
| 2007 | +8.10% | −2.62% | — |
| 2006 | +6.50% | +2.73% | — |
| 2005 | +1.53% | — | — |
| 2004 | +2.17% | — | — |
| 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 | ||||||
| VYM × | −9.65% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −9.38% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||