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 Wed 2025-05-14 YTD
Return
TR
Price
JEPI
×
−0.54%
2025-05-14
1.711 TR
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
+0.21%
2025-05-14
7.723 TR
2025-05-14
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
JEPI
×
+71.09%
+11.39%/yr
+9.52%/yr
(R2=0.885)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
+109.50%
+16.01%/yr
+10.80%/yr
(R2=0.700)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-05-14 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$17,108.64
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
$10,000.00
2020-05-21
$20,949.74
2025-05-14
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPI VTI
2025 (YTD) −0.54% +0.21%
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 Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.70% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VTI
×
−4.19% −25.36%
2022-10-12
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund