All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Wed 2026-04-08 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+2.60%
2026-04-08 |
1.908 TR
2026-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| XYLD × |
+0.73%
2026-04-08 |
2.664 TR
2026-04-08 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
−0.60%
2026-04-08 |
27.96 TR
2026-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+90.79%
+11.61%/yr |
+9.41%/yr
(R2=0.924) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| XYLD × |
+79.59%
+10.47%/yr |
+7.56%/yr
(R2=0.826) |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
+149.40%
+16.81%/yr |
+13.59%/yr
(R2=0.856) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$19,079.32
2026-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| XYLD × |
$10,000.00
2020-05-21 |
$17,959.16
2026-04-08 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$24,939.62
2026-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | JEPI | XYLD | SPY |
|---|---|---|---|
| 2026 (YTD) | +2.60% | +0.73% | −0.60% |
| 2025 | +8.10% | +8.04% | +17.72% |
| 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 | — | +7.59% | +13.46% |
| 2013 | — | +13.97% | +32.31% |
| 2012 | — | — | +15.99% |
| 2011 | — | — | +1.89% |
| 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 | — | — | +22.56% |
| 1995 | — | — | +38.04% |
| 1994 | — | — | +0.40% |
| 1993 | — | — | +8.64% |
| Thu 2020-05-21? to Wed 2026-04-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −2.50% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| XYLD × | −1.66% |
−18.65%
2022-09-30 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × | −2.54% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||