All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Wed 2025-04-23 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−8.37%
2025-04-23 |
21.9 TR
2025-04-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
−4.04%
2025-04-23 |
1.651 TR
2025-04-23 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+95.29%
+14.56%/yr |
+11.99%/yr
(R2=0.761) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+65.08%
+10.72%/yr |
+9.58%/yr
(R2=0.883) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2020-05-21 |
$19,528.52
2025-04-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$16,507.76
2025-04-23 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | JEPI |
|---|---|---|
| 2025 (YTD) | −8.37% | −4.04% |
| 2024 | +24.89% | +12.59% |
| 2023 | +26.18% | +9.82% |
| 2022 | −18.18% | −3.49% |
| 2021 | +28.73% | +21.53% |
| 2020 | +18.33% | +18.61% |
| 2019 | +31.22% | — |
| 2018 | −4.57% | — |
| 2017 | +21.71% | — |
| 2016 | +12.00% | — |
| 2015 | +1.23% | — |
| 2014 | +13.46% | — |
| 2013 | +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 | +22.50% | — |
| 1995 | +38.06% | — |
| 1994 | +0.40% | — |
| 1993 | +8.71% | — |
| Thu 2020-05-21? to Wed 2025-04-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −12.38% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × | −8.05% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||