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

Total Real Returns

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

Thu 2020-05-21? to Mon 2025-03-31 YTD
Return
TRR
Price
VYM
×
+0.40%
2025-03-31
2.847 TRR
2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−3.00%
2025-03-31
10.76 TRR
2025-03-31
Main Street Capital Corporation NYSE Common Stock
O
×
+8.73%
2025-03-31
23.16 TRR
2025-03-31
Realty Income Corporation NYSE Common Stock
JEPI
×
−0.90%
2025-03-31
1.385 TRR
2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−7.25%
2025-03-31
1.645 TRR
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2025-03-31 Overall
Return
Exponential
Trendline
VYM
×
+56.92%
+9.72%/yr
+5.76%/yr
(R2=0.549)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+112.47%
+16.78%/yr
+13.31%/yr
(R2=0.721)
Main Street Capital Corporation NYSE Common Stock
O
×
+21.39%
+4.07%/yr
−2.29%/yr
(R2=0.129)
Realty Income Corporation NYSE Common Stock
JEPI
×
+38.49%
+6.93%/yr
+4.43%/yr
(R2=0.575)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+17.53%
+3.38%/yr
+0.88%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2025-03-31 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-21
$15,692.38
2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2020-05-21
$21,247.18
2025-03-31
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2020-05-21
$12,138.52
2025-03-31
Realty Income Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,848.76
2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$11,752.65
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM MAIN O JEPI QYLD
2025 (YTD) +0.40% −3.00% +8.73% −0.90% −7.25%
2024 +14.30% +43.20% −4.85% +9.43% +15.98%
2023 +3.14% +24.07% −7.63% +6.27% +18.83%
2022 −6.50% −16.76% −13.00% −9.34% −24.01%
2021 +17.90% +38.55% +19.55% +13.54% +3.19%
2020 −0.21% −20.61% −12.66% +16.75% +7.24%
2019 +21.30% +33.82% +18.56% +19.92%
2018 −7.69% −9.98% +13.79% −4.87%
2017 +14.01% +13.67% +1.52% +16.39%
2016 +14.66% +34.67% +13.44% +2.64%
2015 −0.44% +7.70% +12.56% +6.37%
2014 +12.68% −3.68% +33.32% +3.49%
2013 +28.15% +15.11% −3.73% +1.98%
2012 +10.78% +50.88% +18.28%
2011 +7.35% +24.05% +4.44%
2010 +12.54% +22.40% +37.24%
2009 +14.08% +79.94% +17.62%
2008 −31.97% −20.85% −8.29%
2007 −2.62% −5.10% −0.79%
2006 +2.76% +32.66%
2005 −12.39%
2004 +29.66%
2003 +19.37%
2002 +24.51%
2001 +26.20%
2000 +28.37%
1999 −11.50%
1998 +3.92%
1997 +12.85%
1996 +11.00%
1995 +42.66%
1994 +9.86%

Drawdowns

Thu 2020-05-21? to Mon 2025-03-31 Current
Drawdown
Worst
Drawdown
VYM
×
−4.25% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−9.85% −30.57%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−18.66% −37.83%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI
×
−5.04% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−10.40% −29.54%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund