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

Total Real Returns

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

Thu 2020-05-21? 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
O
×
+7.63%
2025-04-01
22.91 TRR
2025-04-01
Realty Income Corporation NYSE Common Stock
JEPI
×
−1.54%
2025-04-01
1.376 TRR
2025-04-01
JPMorgan Equity Premium Income ETF 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

Thu 2020-05-21? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
VYM
×
+56.56%
+9.66%/yr
+5.76%/yr
(R2=0.550)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+20.11%
+3.84%/yr
−2.29%/yr
(R2=0.129)
Realty Income Corporation NYSE Common Stock
JEPI
×
+37.59%
+6.78%/yr
+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+18.16%
+3.49%/yr
+0.89%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-04-01 Start
Value
End
Value
VYM
×
$10,000.00
2020-05-21
$15,656.41
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
$10,000.00
2020-05-21
$12,011.35
2025-04-01
Realty Income Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,759.09
2025-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$11,816.25
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM O JEPI QYLD
2025 (YTD) +0.17% +7.63% −1.54% −6.75%
2024 +14.30% −4.86% +9.43% +15.98%
2023 +3.14% −7.65% +6.27% +18.83%
2022 −6.50% −12.99% −9.36% −24.01%
2021 +17.91% +19.54% +13.53% +3.19%
2020 −0.22% −12.66% +16.77% +7.24%
2019 +21.29% +18.57% +19.92%
2018 −7.68% +13.77% −4.87%
2017 +14.01% +1.54% +16.30%
2016 +14.66% +13.43% +2.64%
2015 −0.46% +12.54% +6.47%
2014 +12.70% +33.33% +3.39%
2013 +28.15% −3.71% +2.08%
2012 +10.78% +18.24%
2011 +7.35% +4.42%
2010 +12.54% +37.30%
2009 +14.08% +17.63%
2008 −31.97% −8.33%
2007 −2.62% −0.80%
2006 +2.76% +32.74%
2005 −12.38%
2004 +29.61%
2003 +19.37%
2002 +24.52%
2001 +26.18%
2000 +28.39%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.00%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2020-05-21? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
VYM
×
−4.47% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
−19.50% −37.82%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI
×
−5.67% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.91% −29.54%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund