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