All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Tue 2025-08-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+2.16%
2025-08-05 |
1.757 TR
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+7.79%
2025-08-05 |
25.76 TR
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VT × |
+11.51%
2025-08-05 |
3.77 TR
2025-08-05 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+75.75%
+11.44%/yr |
+9.43%/yr
(R2=0.895) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+129.72%
+17.32%/yr |
+12.36%/yr
(R2=0.795) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VT × |
+105.13%
+14.79%/yr |
+8.67%/yr
(R2=0.652) |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$17,574.64
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$22,972.20
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VT × |
$10,000.00
2020-05-21 |
$20,512.83
2025-08-05 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPI | SPY | VT |
|---|---|---|---|
| 2025 (YTD) | +2.16% | +7.79% | +11.51% |
| 2024 | +12.59% | +24.89% | +16.49% |
| 2023 | +9.83% | +26.18% | +22.04% |
| 2022 | −3.49% | −18.18% | −18.01% |
| 2021 | +21.53% | +28.73% | +18.27% |
| 2020 | +18.61% | +18.33% | +16.59% |
| 2019 | — | +31.22% | +26.81% |
| 2018 | — | −4.57% | −9.76% |
| 2017 | — | +21.71% | +24.50% |
| 2016 | — | +12.00% | +8.50% |
| 2015 | — | +1.23% | −1.86% |
| 2014 | — | +13.46% | +3.68% |
| 2013 | — | +32.31% | +22.94% |
| 2012 | — | +15.99% | +17.12% |
| 2011 | — | +1.90% | −7.51% |
| 2010 | — | +15.06% | +13.08% |
| 2009 | — | +26.35% | +32.66% |
| 2008 | — | −36.79% | −33.05% |
| 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 | — | +22.50% | — |
| 1995 | — | +38.06% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.71% | — |
| Thu 2020-05-21? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −2.11% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | −1.43% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VT × | −1.59% |
−26.39%
2022-10-12 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||