All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Fri 2025-02-28 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+3.84%
2025-02-28 |
1.786 TR
2025-02-28 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+1.38%
2025-02-28 |
24.22 TR
2025-02-28 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+4.47%
2025-02-28 |
5.175 TR
2025-02-28 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-02-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+78.63%
+12.92%/yr |
+9.71%/yr
(R2=0.880) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+116.07%
+17.51%/yr |
+12.03%/yr
(R2=0.746) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+99.45%
+15.56%/yr |
+9.71%/yr
(R2=0.701) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-02-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$17,862.94
2025-02-28 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$21,606.93
2025-02-28 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$19,945.07
2025-02-28 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | JEPI | SPY | SCHD |
|---|---|---|---|
| 2025 (YTD) | +3.84% | +1.38% | +4.47% |
| 2024 | +12.59% | +24.89% | +11.66% |
| 2023 | +9.82% | +26.18% | +4.54% |
| 2022 | −3.49% | −18.18% | −3.26% |
| 2021 | +21.53% | +28.73% | +29.87% |
| 2020 | +18.61% | +18.33% | +15.03% |
| 2019 | — | +31.22% | +27.29% |
| 2018 | — | −4.57% | −5.56% |
| 2017 | — | +21.71% | +20.85% |
| 2016 | — | +12.00% | +16.45% |
| 2015 | — | +1.23% | −0.30% |
| 2014 | — | +13.46% | +11.69% |
| 2013 | — | +32.31% | +32.88% |
| 2012 | — | +15.99% | +11.39% |
| 2011 | — | +1.89% | +5.31% |
| 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% | — |
| Thu 2020-05-21? to Fri 2025-02-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −0.50% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | −3.06% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −2.45% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||