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

Wed 2022-05-04? 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
O ×	+8.73% 2025-03-31	23.16 TRR 2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ ×	−7.86% 2025-03-31	1.253 TRR 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
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

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Returns

Wed 2022-05-04? to Mon 2025-03-31	Overall Return	Exponential Trendline
VYM ×	+14.51% +4.77%/yr	+9.46%/yr (R2=0.717)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	−11.14% −3.98%/yr	−4.93%/yr (R2=0.236)
Realty Income Corporation NYSE Common Stock
JEPQ ×	+25.31% +8.07%/yr	+19.31%/yr (R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+11.93% +3.95%/yr	+8.39%/yr (R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+6.40% +2.16%/yr	+11.76%/yr (R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Mon 2025-03-31	Start Value	End Value
VYM ×	$10,000.00 2022-05-04	$11,450.90 2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	$10,000.00 2022-05-04	$8,886.34 2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ ×	$10,000.00 2022-05-04	$12,531.46 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$11,192.95 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	$10,000.00 2022-05-04	$10,639.80 2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	VYM	O	JEPQ	JEPI	QYLD
2025 (YTD)	+0.40%	+8.73%	−7.86%	−0.90%	−7.25%
2024	+14.30%	−4.85%	+21.41%	+9.43%	+15.98%
2023	+3.14%	−7.63%	+31.84%	+6.27%	+18.83%
2022	−6.50%	−13.00%	−15.03%	−9.34%	−24.01%
2021	+17.90%	+19.55%	—	+13.54%	+3.19%
2020	−0.21%	−12.66%	—	+16.75%	+7.24%
2019	+21.30%	+18.56%	—	—	+19.92%
2018	−7.69%	+13.79%	—	—	−4.87%
2017	+14.01%	+1.52%	—	—	+16.39%
2016	+14.66%	+13.44%	—	—	+2.64%
2015	−0.44%	+12.56%	—	—	+6.37%
2014	+12.68%	+33.32%	—	—	+3.49%
2013	+28.15%	−3.73%	—	—	+1.98%
2012	+10.78%	+18.28%	—	—	—
2011	+7.35%	+4.44%	—	—	—
2010	+12.54%	+37.24%	—	—	—
2009	+14.08%	+17.62%	—	—	—
2008	−31.97%	−8.29%	—	—	—
2007	−2.62%	−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%	—	—	—

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Drawdowns

Wed 2022-05-04? to Mon 2025-03-31	Current Drawdown	Worst Drawdown
VYM ×	−4.25%	−15.93% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O ×	−17.46%	−36.91% 2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ ×	−11.08%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−5.04%	−12.44% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−10.40%	−22.01% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund