All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04💬 to Thu 2026-06-11 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.48%
2026-06-11 |
+24.09%
2026-06-11 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPI × |
+0.86%
2026-06-11 |
+7.62%
2026-06-11 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
+7.18%
2026-06-11 |
+25.05%
2026-06-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Thu 2026-06-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+81.71%
+15.67%/yr |
+20.20%/yr
(R2=0.957) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPI × |
+34.23%
+7.44%/yr |
+10.19%/yr
(R2=0.951) |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
+83.07%
+15.87%/yr |
+20.47%/yr
(R2=0.952) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Thu 2026-06-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2022-05-04 |
$18,171.40
2026-06-11 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,422.69
2026-06-11 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$18,306.70
2026-06-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SPY | JEPI | JEPQ |
|---|---|---|---|
| 2026 (YTD) | +8.48% | +0.86% | +7.18% |
| 2025 | +17.72% | +8.10% | +15.19% |
| 2024 | +24.89% | +12.59% | +24.89% |
| 2023 | +26.18% | +9.83% | +36.28% |
| 2022 | −18.18% | −3.49% | −12.89% |
| 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 | +22.56% | — | — |
| 1995 | +38.04% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.64% | — | — |
| Wed 2022-05-04💬 to Thu 2026-06-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × |
−2.87%
from 2026-06-02 peak |
−18.76%
2025-04-08 from 2025-02-19 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPI × |
−4.16%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
−2.25%
from 2026-06-02 peak |
−20.07%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Thu 2026-06-11 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × | +24.09% |
+40.74% +18.64%/yr |
+78.34% +21.27%/yr |
+86.17% +13.24%/yr |
+313.38% +15.25%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPI × | +7.62% |
+16.04% +7.72%/yr |
+29.85% +9.10%/yr |
+42.68% +7.37%/yr |
— | |
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| JEPQ × | +25.05% |
+35.30% +16.32%/yr |
+72.66% +19.97%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
