JEPI,BALI Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

JEPI,BALI: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Thu 2023-09-28^? to Tue 2025-04-29	YTD Return	TR Price
JEPI ^×	−2.14% 2025-04-29	1.683 TR 2025-04-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
BALI ^×	−5.07% 2025-04-29	1.273 TR 2025-04-29
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Returns

Thu 2023-09-28^? to Tue 2025-04-29	Overall Return	Exponential Trendline
JEPI ^×	+16.00% +9.82%/yr	+12.88%/yr (R²=0.795)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
BALI ^×	+27.26% +16.43%/yr	+20.03%/yr (R²=0.778)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-09-28^? to Tue 2025-04-29	Start Value	End Value
JEPI ^×	$10,000.00 2023-09-28	$11,600.48 2025-04-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
BALI ^×	$10,000.00 2023-09-28	$12,726.37 2025-04-29
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Annual Returns

Year	JEPI	BALI
2025 (YTD)	−2.14%	−5.07%
2024	+12.59%	+22.41%
2023	+9.82%	+9.52%
2022	−3.49%	—
2021	+21.53%	—
2020	+18.61%	—

Drawdowns

Thu 2023-09-28^? to Tue 2025-04-29	Current Drawdown	Worst Drawdown
JEPI ^×	−6.24%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
BALI ^×	−8.54%	−16.65% 2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund