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

Thu 2020-05-28? to Mon 2026-05-18	YTD Return	1 Year Return
SGOV ×	+1.35% 2026-05-18	+4.00% 2026-05-18
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+0.75% 2026-05-18	+8.43% 2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Mon 2026-05-18	Overall Return	Exponential Trendline
SGOV ×	+18.88% +2.94%/yr	+3.34%/yr (R2=0.904)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+82.93% +10.64%/yr	+9.35%/yr (R2=0.927)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Mon 2026-05-18	Start Value	End Value
SGOV ×	$10,000.00 2020-05-28	$11,888.39 2026-05-18
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$18,293.34 2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SGOV	JEPI
2026 (YTD)	+1.35%	+0.75%
2025	+4.24%	+8.10%
2024	+5.28%	+12.59%
2023	+5.12%	+9.83%
2022	+1.58%	−3.49%
2021	+0.04%	+21.53%
2020	+0.05%	+18.61%

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Drawdowns

Thu 2020-05-28? to Mon 2026-05-18	Current Drawdown	Worst Drawdown
SGOV ×	—	−0.03% 2022-08-23 from 2022-08-22 peak
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−4.26% from 2026-02-27 peak	−13.71% 2022-09-30 from 2022-04-20 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Mon 2026-05-18	1 Year	2 Years	3 Years	5 Years	10 Years
SGOV ×	+4.00%	+9.00% +4.40%/yr	+14.93% +4.75%/yr	+18.80% +3.51%/yr	—
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+8.43%	+14.84% +7.16%/yr	+29.64% +9.04%/yr	+44.75% +7.68%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund