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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-04-02 YTD
Return
TRR
Price
VYM
×
+0.75%
2025-04-02
2.857 TRR
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−0.45%
2025-04-02
1.391 TRR
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
VYM
×
+57.46%
+9.78%/yr
+5.77%/yr
(R2=0.551)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
+39.13%
+7.02%/yr
+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+18.66%
+3.58%/yr
+0.89%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-21
$15,745.74
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$13,912.62
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$11,865.72
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM JEPI QYLD
2025 (YTD) +0.75% −0.45% −6.41%
2024 +14.30% +9.44% +16.04%
2023 +3.14% +6.28% +18.83%
2022 −6.50% −9.35% −24.01%
2021 +17.91% +13.52% +3.13%
2020 −0.21% +16.77% +7.30%
2019 +21.29% +19.92%
2018 −7.69% −4.87%
2017 +14.01% +16.30%
2016 +14.66% +2.64%
2015 −0.44% +6.47%
2014 +12.68% +3.39%
2013 +28.17% +2.08%
2012 +10.75%
2011 +7.38%
2010 +12.54%
2009 +14.08%
2008 −31.99%
2007 −2.60%
2006 +2.74%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
VYM
×
−3.92% −20.55%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI
×
−4.60% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.59% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund