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

Dividends Reinvested:

Thu 2020-05-21^? to Fri 2025-01-03	YTD Return	TR Price
JEPI ^×	+0.78% 2025-01-03	1.734 TR 2025-01-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ^×	+1.00% 2025-01-03	24.13 TR 2025-01-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2020-05-21^? to Fri 2025-01-03	Overall Return	Exponential Trendline
JEPI ^×	+73.37% +12.64%/yr	+9.63%/yr (R²=0.868)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ^×	+115.26% +18.04%/yr	+11.60%/yr (R²=0.721)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21^? to Fri 2025-01-03	Start Value	End Value
JEPI ^×	$10,000.00 2020-05-21	$17,336.60 2025-01-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ^×	$10,000.00 2020-05-21	$21,525.84 2025-01-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year	JEPI	SPY
2025 (YTD)	+0.78%	+1.00%
2024	+12.59%	+24.89%
2023	+9.82%	+26.18%
2022	−3.49%	−18.18%
2021	+21.53%	+28.73%
2020	+18.61%	+18.33%
2019	—	+31.22%
2018	—	−4.57%
2017	—	+21.71%
2016	—	+12.00%
2015	—	+1.23%
2014	—	+13.46%
2013	—	+32.31%
2012	—	+15.99%
2011	—	+1.89%
2010	—	+15.06%
2009	—	+26.35%
2008	—	−36.79%
2007	—	+5.15%
2006	—	+15.85%
2005	—	+4.83%
2004	—	+10.69%
2003	—	+28.18%
2002	—	−21.59%
2001	—	−11.76%
2000	—	−9.74%
1999	—	+20.39%
1998	—	+28.69%
1997	—	+33.48%
1996	—	+22.50%
1995	—	+38.05%
1994	—	+0.40%
1993	—	+8.71%

Drawdowns

Thu 2020-05-21^? to Fri 2025-01-03	Current Drawdown	Worst Drawdown
JEPI ^×	−3.39%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ^×	−2.28%	−24.50% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund