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