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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-03-28 YTD
Return
TRR
Price
VYM
×
−0.68%
2025-03-28
2.817 TRR
2025-03-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−2.80%
2025-03-28
10.78 TRR
2025-03-28
Main Street Capital Corporation NYSE Common Stock
O
×
+6.15%
2025-03-28
22.6 TRR
2025-03-28
Realty Income Corporation NYSE Common Stock
JEPQ
×
−7.79%
2025-03-28
1.254 TRR
2025-03-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−1.68%
2025-03-28
1.374 TRR
2025-03-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−7.31%
2025-03-28
1.644 TRR
2025-03-28
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
VYM
×
+13.29%
+4.40%/yr
+9.46%/yr
(R2=0.716)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+58.40%
+17.19%/yr
+23.74%/yr
(R2=0.869)
Main Street Capital Corporation NYSE Common Stock
O
×
−13.27%
−4.79%/yr
−4.95%/yr
(R2=0.237)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+25.42%
+8.12%/yr
+19.35%/yr
(R2=0.901)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.05%
+3.68%/yr
+8.40%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+6.33%
+2.14%/yr
+11.78%/yr
(R2=0.859)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-03-28 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$11,328.71
2025-03-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2022-05-04
$15,840.09
2025-03-28
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2022-05-04
$8,673.20
2025-03-28
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,541.76
2025-03-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,105.02
2025-03-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,633.40
2025-03-28
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM MAIN O JEPQ JEPI QYLD
2025 (YTD) −0.68% −2.80% +6.15% −7.79% −1.68% −7.31%
2024 +14.30% +43.15% −4.85% +21.41% +9.43% +16.05%
2023 +3.13% +24.07% −7.65% +31.85% +6.27% +18.75%
2022 −6.49% −16.74% −13.00% −15.03% −9.35% −23.96%
2021 +17.90% +38.56% +19.55% +13.54% +3.13%
2020 −0.22% −20.62% −12.66% +16.75% +7.24%
2019 +21.30% +33.83% +18.56% +20.02%
2018 −7.69% −9.98% +13.79% −4.94%
2017 +14.01% +13.64% +1.54% +16.39%
2016 +14.66% +34.67% +13.42% +2.64%
2015 −0.44% +7.76% +12.57% +6.37%
2014 +12.69% −3.74% +33.33% +3.49%
2013 +28.13% +15.11% −3.73% +1.98%
2012 +10.78% +50.88% +18.24%
2011 +7.35% +24.08% +4.44%
2010 +12.54% +22.39% +37.24%
2009 +14.08% +79.96% +17.62%
2008 −31.98% −20.85% −8.29%
2007 −2.62% −5.10% −0.79%
2006 +2.76% +32.77%
2005 −12.46%
2004 +29.66%
2003 +19.39%
2002 +24.52%
2001 +26.18%
2000 +28.37%
1999 −11.49%
1998 +3.90%
1997 +12.85%
1996 +11.01%
1995 +42.68%
1994 +9.82%

Drawdowns

Wed 2022-05-04? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
VYM
×
−5.27% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−9.66% −27.29%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−19.44% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ
×
−10.99% −19.00%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.78% −12.44%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−10.45% −22.07%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund