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