SGOV,JEPI Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Thu 2020-05-28^? to Mon 2025-04-28	YTD Return	TR Price
SGOV ^×	+1.36% 2025-04-28	1.14 TR 2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ^×	−2.48% 2025-04-28	1.678 TR 2025-04-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-28^? to Mon 2025-04-28	Overall Return	Exponential Trendline
SGOV ^×	+14.05% +2.71%/yr	+2.83%/yr (R²=0.838)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ^×	+63.80% +10.56%/yr	+9.51%/yr (R²=0.883)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-28^? to Mon 2025-04-28	Start Value	End Value
SGOV ^×	$10,000.00 2020-05-28	$11,404.52 2025-04-28
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ^×	$10,000.00 2020-05-28	$16,380.48 2025-04-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year	SGOV	JEPI
2025 (YTD)	+1.36%	−2.48%
2024	+5.28%	+12.59%
2023	+5.12%	+9.82%
2022	+1.58%	−3.49%
2021	+0.04%	+21.53%
2020	+0.05%	+18.61%

Drawdowns

Thu 2020-05-28^? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SGOV ^×	0.00%	−0.03% 2022-08-23
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ^×	−6.56%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund