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

Total Real Returns

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

Thu 2020-05-21? to Fri 2025-05-23 YTD
Return
TR
Price
SPLG
×
−0.85%
2025-05-23
6.876 TR
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI
×
−0.85%
2025-05-23
1.706 TR
2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SPLG
×
+112.21%
+16.22%/yr
+12.10%/yr
(R2=0.772)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI
×
+70.56%
+11.26%/yr
+9.50%/yr
(R2=0.886)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-05-23 Start
Value
End
Value
SPLG
×
$10,000.00
2020-05-21
$21,220.60
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,056.42
2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SPLG JEPI
2025 (YTD) −0.85% −0.85%
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%

Drawdowns

Thu 2020-05-21? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SPLG
×
−5.20% −24.49%
2022-10-12
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI
×
−5.00% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund