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

Total Real Returns

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

Wed 2022-05-04? to Tue 2025-04-01 YTD
Return
TRR
Price
VYM
×
+0.17%
2025-04-01
2.841 TRR
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−1.01%
2025-04-01
10.98 TRR
2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
−8.17%
2025-04-01
1.249 TRR
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
−6.75%
2025-04-01
1.654 TRR
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
VYM
×
+14.25%
+4.68%/yr
+9.46%/yr
(R2=0.718)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+61.32%
+17.86%/yr
+23.76%/yr
(R2=0.870)
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
+24.90%
+7.94%/yr
+19.28%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+6.97%
+2.34%/yr
+11.74%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-04-01 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$11,425.02
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2022-05-04
$16,131.92
2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,490.32
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,697.38
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM MAIN JEPQ QYLD
2025 (YTD) +0.17% −1.01% −8.17% −6.75%
2024 +14.30% +43.16% +21.38% +15.98%
2023 +3.14% +24.06% +31.87% +18.83%
2022 −6.50% −16.74% −15.03% −24.01%
2021 +17.91% +38.55% +3.19%
2020 −0.22% −20.61% +7.24%
2019 +21.29% +33.82% +19.92%
2018 −7.68% −9.98% −4.87%
2017 +14.01% +13.63% +16.30%
2016 +14.66% +34.65% +2.64%
2015 −0.46% +7.76% +6.47%
2014 +12.70% −3.68% +3.39%
2013 +28.15% +15.04% +2.08%
2012 +10.78% +50.97%
2011 +7.35% +24.05%
2010 +12.54% +22.39%
2009 +14.08% +79.97%
2008 −31.97% −20.85%
2007 −2.62% −5.10%
2006 +2.76%

Drawdowns

Wed 2022-05-04? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
VYM
×
−4.47% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−8.00% −27.28%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
−11.37% −19.00%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
−9.91% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund