All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FSCO,JEPI,SPYI: Total Return Chart (with Dividends Reinvested)

Mon 2022-11-14? to Tue 2025-07-15 YTD
Return
TR
Price
FSCO
×
+11.80%
2025-07-15
2.213 TR
2025-07-15
FS Credit Opportunities Corp. NYSE Common Stock
JEPI
×
+2.53%
2025-07-15
1.764 TR
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+6.05%
2025-07-15
1.454 TR
2025-07-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Mon 2022-11-14? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
FSCO
×
+121.35%
+34.71%/yr
+36.80%/yr
(R2=0.952)
FS Credit Opportunities Corp. NYSE Common Stock
JEPI
×
+28.40%
+9.83%/yr
+10.96%/yr
(R2=0.907)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+46.39%
+15.36%/yr
+15.57%/yr
(R2=0.931)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Mon 2022-11-14? to Tue 2025-07-15 Start
Value
End
Value
FSCO
×
$10,000.00
2022-11-14
$22,134.90
2025-07-15
FS Credit Opportunities Corp. NYSE Common Stock
JEPI
×
$10,000.00
2022-11-14
$12,840.34
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-11-14
$14,638.85
2025-07-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year FSCO JEPI SPYI
2025 (YTD) +11.80% +2.53% +6.05%
2024 +34.88% +12.59% +19.03%
2023 +36.98% +9.82% +18.10%
2022 +7.16% −3.49% −2.45%
2021 +21.53%
2020 +18.61%

Drawdowns

Mon 2022-11-14? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
FSCO
×
−1.23% −25.10%
2023-03-28
FS Credit Opportunities Corp. NYSE Common Stock
JEPI
×
−1.76% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
−0.35% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund