All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21💬 to Mon 2026-09-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+93.73%
+10.97%/yr |
+9.28%/yr
R2=0.936 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+183.88%
+17.84%/yr |
+14.36%/yr
R2=0.885 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QYLD × |
+95.55%
+11.13%/yr |
+8.15%/yr
R2=0.766 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Mon 2026-09-28 |
Start
Value |
End
Value |
|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$19,372.64
2026-09-28 |
| SPY × |
$10,000.00
2020-05-21 |
$28,388.24
2026-09-28 |
| QYLD × |
$10,000.00
2020-05-21 |
$19,555.46
2026-09-28 |
| YTD | YoY | |
|---|---|---|
| JEPI × | +4.18% | +7.51% |
| SPY × | +13.15% | +16.93% |
| QYLD × | +14.68% | +23.43% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| JEPI × |
−2.21%
on 2026-09-28 from 2026-08-26 peak |
−13.71%
on 2022-09-30 from 2022-04-20 peak |
| SPY × |
−1.33%
on 2026-09-28 from 2026-08-13 peak |
−24.50%
on 2022-10-12 from 2022-01-03 peak |
| QYLD × |
−0.16%
on 2026-09-28 from 2026-09-22 peak |
−24.60%
on 2022-10-14 from 2021-12-08 peak |
| Period ending Mon 2026-09-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| JEPI × | +7.51% |
+11.98% +5.82%/yr |
+33.50% +10.11%/yr |
+45.01% +7.72%/yr |
— |
| SPY × | +16.93% |
+37.07% +17.08%/yr |
+85.26% +22.82%/yr |
+88.74% +13.55%/yr |
+313.83% +15.26%/yr |
| QYLD × | +23.43% |
+31.77% +14.79%/yr |
+59.44% +16.83%/yr |
+55.20% +9.19%/yr |
+159.63% +10.01%/yr |
| Year | JEPI | SPY | QYLD |
|---|---|---|---|
| 2026 (YTD) | +4.18% | +13.15% | +14.68% |
| 2025 | +8.10% | +17.72% | +9.31% |
| 2024 | +12.59% | +24.89% | +19.35% |
| 2023 | +9.83% | +26.18% | +22.79% |
| 2022 | −3.49% | −18.18% | −19.07% |
| 2021 | +21.53% | +28.73% | +10.41% |
| 2020 | +18.61% | +18.33% | +8.72% |
| 2019 | — | +31.22% | +22.70% |
| 2018 | — | −4.57% | −3.07% |
| 2017 | — | +21.71% | +18.79% |
| 2016 | — | +12.00% | +4.77% |
| 2015 | — | +1.23% | +7.17% |
| 2014 | — | +13.46% | +4.25% |
| 2013 | — | +32.31% | +2.00% |
| 2012 | — | +15.99% | — |
| 2011 | — | +1.90% | — |
| 2010 | — | +15.06% | — |
| 2009 | — | +26.35% | — |
| 2008 | — | −36.79% | — |
| 2007 | — | +5.15% | — |
| 2006 | — | +15.85% | — |
| 2005 | — | +4.83% | — |
| 2004 | — | +10.70% | — |
| 2003 | — | +28.18% | — |
| 2002 | — | −21.58% | — |
| 2001 | — | −11.76% | — |
| 2000 | — | −9.74% | — |
| 1999 | — | +20.39% | — |
| 1998 | — | +28.69% | — |
| 1997 | — | +33.48% | — |
| 1996 | — | +22.56% | — |
| 1995 | — | +38.04% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.64% | — |
