All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-28? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
−2.18%
2025-05-02 |
2.774 TRR
2025-05-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−0.09%
2025-05-02 |
0.9132 TRR
2025-05-02 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| JEPI × |
−2.09%
2025-05-02 |
1.368 TRR
2025-05-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+47.10%
+8.15%/yr |
+5.65%/yr
(R2=0.553) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−8.68%
−1.83%/yr |
−2.03%/yr
(R2=0.456) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| JEPI × |
+33.57%
+6.05%/yr |
+4.31%/yr
(R2=0.572) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2020-05-28 |
$14,709.66
2025-05-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2020-05-28 |
$9,132.25
2025-05-02 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-28 |
$13,357.33
2025-05-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VYM | SGOV | JEPI |
|---|---|---|---|
| 2025 (YTD) | −2.18% | −0.09% | −2.09% |
| 2024 | +14.30% | +2.32% | +9.43% |
| 2023 | +3.14% | +1.72% | +6.26% |
| 2022 | −6.50% | −4.59% | −9.35% |
| 2021 | +17.90% | −6.53% | +13.54% |
| 2020 | −0.21% | −1.52% | +16.74% |
| 2019 | +21.29% | — | — |
| 2018 | −7.68% | — | — |
| 2017 | +14.01% | — | — |
| 2016 | +14.66% | — | — |
| 2015 | −0.44% | — | — |
| 2014 | +12.69% | — | — |
| 2013 | +28.14% | — | — |
| 2012 | +10.78% | — | — |
| 2011 | +7.36% | — | — |
| 2010 | +12.55% | — | — |
| 2009 | +14.05% | — | — |
| 2008 | −31.98% | — | — |
| 2007 | −2.62% | — | — |
| 2006 | +2.75% | — | — |
| Thu 2020-05-28? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −6.71% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × | −8.68% |
−13.23%
2022-06-30 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| JEPI × | −6.19% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||