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

Total Real Returns

VYM,MAIN,JEPI: 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
MAIN
×
−1.46%
2025-04-02
10.93 TRR
2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−0.45%
2025-04-02
1.391 TRR
2025-04-02
JPMorgan Equity Premium Income ETF 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
MAIN
×
+115.89%
+17.14%/yr
+13.34%/yr
(R2=0.722)
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+39.13%
+7.02%/yr
+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF 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
MAIN
×
$10,000.00
2020-05-21
$21,589.03
2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,912.62
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VYM MAIN JEPI
2025 (YTD) +0.75% −1.46% −0.45%
2024 +14.30% +43.19% +9.44%
2023 +3.14% +24.06% +6.28%
2022 −6.50% −16.76% −9.35%
2021 +17.91% +38.58% +13.52%
2020 −0.21% −20.61% +16.77%
2019 +21.29% +33.82%
2018 −7.69% −9.98%
2017 +14.01% +13.63%
2016 +14.66% +34.65%
2015 −0.44% +7.76%
2014 +12.68% −3.73%
2013 +28.17% +15.10%
2012 +10.75% +50.83%
2011 +7.38% +24.15%
2010 +12.54% +22.40%
2009 +14.08% +79.92%
2008 −31.99% −20.84%
2007 −2.60% −5.10%
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
MAIN
×
−8.41% −30.56%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−4.60% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund