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 Thu 2025-04-03 YTD
Return
TRR
Price
VYM
×
−3.40%
2025-04-03
2.74 TRR
2025-04-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−3.58%
2025-04-03
1.348 TRR
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
VYM
×
+50.99%
+8.83%/yr
+5.76%/yr
(R2=0.551)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
+34.76%
+6.32%/yr
+4.44%/yr
(R2=0.577)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-03 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-21
$15,098.54
2025-04-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$13,475.71
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VYM JEPI
2025 (YTD) −3.40% −3.58%
2024 +14.30% +9.44%
2023 +3.14% +6.26%
2022 −6.49% −9.35%
2021 +17.90% +13.55%
2020 −0.21% +16.77%
2019 +21.29%
2018 −7.69%
2017 +14.02%
2016 +14.66%
2015 −0.46%
2014 +12.70%
2013 +28.14%
2012 +10.78%
2011 +7.38%
2010 +12.54%
2009 +14.08%
2008 −31.99%
2007 −2.62%
2006 +2.76%

Drawdowns

Thu 2020-05-21? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
VYM
×
−7.88% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−7.61% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund