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 | ||||||
| XYLD × |
−1.02%
2025-08-05 |
2.423 TR
2025-08-05 |
||||
| Global X S&P 500 Covered Call 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 | ||||||
| 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 | ||||||
| XYLD × |
+63.32%
+9.88%/yr |
+6.93%/yr
(R2=0.753) |
||||
| Global X S&P 500 Covered Call 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 | ||||||
| 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 | ||||||
| XYLD × |
$10,000.00
2020-05-21 |
$16,332.31
2025-08-05 |
||||
| Global X S&P 500 Covered Call 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 | ||||||
| Year | JEPI | XYLD | SPY |
|---|---|---|---|
| 2025 (YTD) | +2.16% | −1.02% | +7.79% |
| 2024 | +12.59% | +19.49% | +24.89% |
| 2023 | +9.83% | +11.11% | +26.18% |
| 2022 | −3.49% | −12.04% | −18.18% |
| 2021 | +21.53% | +19.59% | +28.73% |
| 2020 | +18.61% | −0.56% | +18.33% |
| 2019 | — | +21.41% | +31.22% |
| 2018 | — | −6.09% | −4.57% |
| 2017 | — | +16.49% | +21.71% |
| 2016 | — | +7.61% | +12.00% |
| 2015 | — | +0.59% | +1.23% |
| 2014 | — | +7.60% | +13.46% |
| 2013 | — | +13.97% | +32.31% |
| 2012 | — | — | +15.99% |
| 2011 | — | — | +1.90% |
| 2010 | — | — | +15.06% |
| 2009 | — | — | +26.35% |
| 2008 | — | — | −36.79% |
| 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 | ||||||
| XYLD × | −4.16% |
−18.65%
2022-09-30 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × | −1.43% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||