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

Dividends Reinvested:

Thu 2023-10-19^? to Thu 2025-05-15	YTD Return	TR Price
JEPI ^×	−0.06% 2025-05-15	1.719 TR 2025-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
PAPI ^×	+0.11% 2025-05-15	1.149 TR 2025-05-15
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI ^×	−0.55% 2025-05-15	1.333 TR 2025-05-15
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Returns

JEPI,PAPI,BALI - Total Return Chart

Date	--
JEPI	--
JEPI (Trendline)	--
PAPI	--
PAPI (Trendline)	--
BALI	--
BALI (Trendline)	--

Thu 2023-10-19^? to Thu 2025-05-15	Overall Return	Exponential Trendline
JEPI ^×	+18.95% +11.68%/yr	+11.73%/yr (R²=0.752)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
PAPI ^×	+14.87% +9.22%/yr	+10.55%/yr (R²=0.699)
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI ^×	+33.13% +19.97%/yr	+17.95%/yr (R²=0.732)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-19^? to Thu 2025-05-15	Start Value	End Value
JEPI ^×	$10,000.00 2023-10-19	$11,895.30 2025-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
PAPI ^×	$10,000.00 2023-10-19	$11,486.80 2025-05-15
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI ^×	$10,000.00 2023-10-19	$13,313.35 2025-05-15
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Annual Returns

Year	JEPI	PAPI	BALI
2025 (YTD)	−0.06%	+0.11%	−0.55%
2024	+12.59%	+8.91%	+22.41%
2023	+9.82%	+5.36%	+9.52%
2022	−3.49%	—	—
2021	+21.53%	—	—
2020	+18.61%	—	—

Drawdowns

JEPI,PAPI,BALI - Total Return Drawdowns Chart

Date	--
JEPI	--
PAPI	--
BALI	--

Thu 2023-10-19^? to Thu 2025-05-15	Current Drawdown	Worst Drawdown
JEPI ^×	−4.24%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
PAPI ^×	−6.44%	−14.27% 2025-04-08
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI ^×	−4.19%	−16.65% 2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund