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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-04-23 YTD
Return
TRR
Price
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

Returns

Thu 2020-05-21? to Wed 2025-04-23 Overall
Return
Exponential
Trendline
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

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-23 Start
Value
End
Value
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

Annual Returns

Year VYM JEPI
2025 (YTD) −4.06% −5.43%
2024 +14.31% +9.43%
2023 +3.13% +6.25%
2022 −6.50% −9.34%
2021 +17.90% +13.53%
2020 −0.21% +16.77%
2019 +21.29%
2018 −7.68%
2017 +14.00%
2016 +14.67%
2015 −0.46%
2014 +12.70%
2013 +28.16%
2012 +10.76%
2011 +7.37%
2010 +12.52%
2009 +14.09%
2008 −31.97%
2007 −2.62%
2006 +2.73%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-23 Current
Drawdown
Worst
Drawdown
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