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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-04-04 YTD
Return
TRR
Price
VYM
×
−8.92%
2025-04-04
2.583 TRR
2025-04-04
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+3.84%
2025-04-04
22.11 TRR
2025-04-04
Realty Income Corporation NYSE Common Stock
JEPQ
×
−16.23%
2025-04-04
1.139 TRR
2025-04-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

VYM,O,JEPQ - Total Real Return Chart
Date
--
VYM
--
VYM (Trendline)
--
O
--
O (Trendline)
--
JEPQ
--
JEPQ (Trendline)
--
Wed 2022-05-04? to Fri 2025-04-04 Overall
Return
Exponential
Trendline
VYM
×
+3.89%
+1.32%/yr
+9.42%/yr
(R2=0.718)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
−15.15%
−5.47%/yr
−4.85%/yr
(R2=0.232)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+13.94%
+4.57%/yr
+19.14%/yr
(R2=0.896)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-04-04 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$10,388.81
2025-04-04
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
$10,000.00
2022-05-04
$8,484.62
2025-04-04
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$11,393.64
2025-04-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM O JEPQ
2025 (YTD) −8.92% +3.84% −16.23%
2024 +14.30% −4.85% +21.41%
2023 +3.13% −7.64% +31.86%
2022 −6.49% −13.00% −15.04%
2021 +17.90% +19.55%
2020 −0.21% −12.66%
2019 +21.29% +18.55%
2018 −7.67% +13.79%
2017 +14.01% +1.54%
2016 +14.66% +13.43%
2015 −0.44% +12.54%
2014 +12.68% +33.37%
2013 +28.16% −3.74%
2012 +10.78% +18.28%
2011 +7.35% +4.42%
2010 +12.54% +37.30%
2009 +14.11% +17.55%
2008 −31.99% −8.27%
2007 −2.62% −0.80%
2006 +2.76% +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.34%
2002 +24.51%
2001 +26.19%
2000 +28.38%
1999 −11.50%
1998 +3.90%
1997 +12.86%
1996 +11.00%
1995 +42.66%
1994 +9.86%

Drawdowns

VYM,O,JEPQ - Total Real Return Drawdowns Chart
Date
--
VYM
--
O
--
JEPQ
--
Wed 2022-05-04? to Fri 2025-04-04 Current
Drawdown
Worst
Drawdown
VYM
×
−13.14% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
−21.19% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ
×
−19.15% −19.15%
2025-04-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund