JEPI,MO,SPY,DIA: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Thu 2026-04-02	YTD Return	TR Price
JEPI ×	+0.53% 2026-04-02	1.87 TR 2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MO ×	+15.96% 2026-04-02	164400 TR 2026-04-02
Altria Group NYSE Common Stock
SPY ×	−3.56% 2026-04-02	27.12 TR 2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−2.86% 2026-04-02	10.68 TR 2026-04-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2026-04-02	Overall Return	Exponential Trendline
JEPI ×	+86.95% +11.26%/yr	+9.41%/yr (R2=0.923)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MO ×	+179.72% +19.17%/yr	+14.65%/yr (R2=0.827)
Altria Group NYSE Common Stock
SPY ×	+141.95% +16.26%/yr	+13.58%/yr (R2=0.856)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	+110.81% +13.56%/yr	+10.80%/yr (R2=0.869)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2026-04-02	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$18,695.15 2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MO ×	$10,000.00 2020-05-21	$27,971.55 2026-04-02
Altria Group NYSE Common Stock
SPY ×	$10,000.00 2020-05-21	$24,195.13 2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	$10,000.00 2020-05-21	$21,080.93 2026-04-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

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Annual Returns

Year	JEPI	MO	SPY	DIA
2026 (YTD)	+0.53%	+15.96%	−3.56%	−2.86%
2025	+8.10%	+18.17%	+17.72%	+14.71%
2024	+12.59%	+40.76%	+24.89%	+14.82%
2023	+9.83%	−3.70%	+26.18%	+16.02%
2022	−3.49%	+4.37%	−18.18%	−7.02%
2021	+21.53%	+24.18%	+28.73%	+20.83%
2020	+18.61%	−10.21%	+18.33%	+9.59%
2019	—	+7.87%	+31.22%	+25.03%
2018	—	−27.14%	−4.57%	−3.74%
2017	—	+9.45%	+21.71%	+28.08%
2016	—	+20.44%	+12.00%	+16.37%
2015	—	+23.11%	+1.23%	+0.09%
2014	—	+34.48%	+13.46%	+9.82%
2013	—	+28.54%	+32.31%	+29.64%
2012	—	+11.73%	+15.99%	+9.94%
2011	—	+27.66%	+1.89%	+8.06%
2010	—	+33.92%	+15.06%	+14.01%
2009	—	+40.35%	+26.35%	+22.74%
2008	—	−29.66%	−36.79%	−32.14%
2007	—	+35.61%	+5.15%	+8.89%
2006	—	+38.59%	+15.85%	+18.91%
2005	—	+48.00%	+4.83%	+1.61%
2004	—	+41.81%	+10.70%	+5.02%
2003	—	+76.59%	+28.18%	+27.90%
2002	—	+11.55%	−21.58%	−14.70%
2001	—	+29.18%	−11.76%	−4.97%
2000	—	+165.54%	−9.74%	−5.93%
1999	—	−45.70%	+20.39%	+27.56%
1998	—	+39.83%	+28.69%	+17.92%
1997	—	+40.83%	+33.48%	—
1996	—	+51.18%	+22.56%	—
1995	—	+87.62%	+38.04%	—
1994	—	+31.35%	+0.40%	—
1993	—	−10.75%	+8.64%	—
1992	—	+9.50%	—	—
1991	—	+74.94%	—	—
1990	—	+44.96%	—	—
1989	—	+90.41%	—	—
1988	—	+44.55%	—	—
1987	—	+36.49%	—	—
1986	—	+94.74%	—	—
1985	—	+35.71%	—	—
1984	—	+40.00%	—	—
1983	—	+42.86%	—	—
1982	—	+55.56%	—	—
1981	—	+28.57%	—	—
1980	—	+75.00%	—	—

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Drawdowns

Thu 2020-05-21? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
JEPI ×	−4.46%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MO ×	−4.07%	−25.82% 2022-07-06
Altria Group NYSE Common Stock
SPY ×	−5.44%	−24.50% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−7.02%	−20.76% 2022-09-30
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund