All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Thu 2025-05-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
−4.40%
2025-05-01 |
6.63 TR
2025-05-01 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
−2.46%
2025-05-01 |
1.678 TR
2025-05-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+104.61%
+15.58%/yr |
+12.05%/yr
(R2=0.764) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
+67.79%
+11.03%/yr |
+9.55%/yr
(R2=0.884) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2020-05-21 |
$20,460.61
2025-05-01 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$16,778.78
2025-05-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPLG | JEPI |
|---|---|---|
| 2025 (YTD) | −4.40% | −2.46% |
| 2024 | +25.00% | +12.59% |
| 2023 | +26.25% | +9.82% |
| 2022 | −18.10% | −3.49% |
| 2021 | +28.78% | +21.53% |
| 2020 | +18.49% | +18.61% |
| 2019 | +31.99% | — |
| 2018 | −4.78% | — |
| 2017 | +21.30% | — |
| 2016 | +11.82% | — |
| 2015 | +1.15% | — |
| 2014 | +13.69% | — |
| 2013 | +33.17% | — |
| 2012 | +15.16% | — |
| 2011 | +1.71% | — |
| 2010 | +15.89% | — |
| 2009 | +27.23% | — |
| 2008 | −36.90% | — |
| 2007 | +5.74% | — |
| 2006 | +14.54% | — |
| 2005 | +2.07% | — |
| Thu 2020-05-21? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −8.59% |
−24.49%
2022-10-12 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × | −6.54% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||