All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Thu 2020-05-21? to Thu 2025-06-05 YTD
Return
TR
Price
JEPI
×
+0.57%
2025-06-05
1.73 TR
2025-06-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
+1.01%
2025-06-05
7.785 TR
2025-06-05
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-06-05 Overall
Return
Exponential
Trendline
JEPI
×
+73.00%
+11.49%/yr
+9.48%/yr
(R2=0.887)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
+111.17%
+15.99%/yr
+10.87%/yr
(R2=0.710)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-06-05 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$17,299.78
2025-06-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
$10,000.00
2020-05-21
$21,116.96
2025-06-05
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPI VTI
2025 (YTD) +0.57% +1.01%
2024 +12.59% +23.81%
2023 +9.82% +26.05%
2022 −3.49% −19.52%
2021 +21.53% +25.68%
2020 +18.61% +21.08%
2019 +30.67%
2018 −5.23%
2017 +21.21%
2016 +12.82%
2015 +0.36%
2014 +12.55%
2013 +33.45%
2012 +16.45%
2011 +0.97%
2010 +17.43%
2009 +28.90%
2008 −36.99%
2007 +5.37%
2006 +15.70%
2005 +6.30%
2004 +12.78%
2003 +30.74%
2002 −20.48%
2001 −7.29%

Drawdowns

Thu 2020-05-21? to Thu 2025-06-05 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.64% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
−3.42% −25.36%
2022-10-12
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund