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

Total Real Returns

SPY,JEPQ,GPIQ,GPIX,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2023-10-26? to Mon 2026-05-11 YTD
Return
TR
Price
SPY
×
+8.71%
2026-05-11
30.58 TR
2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+6.61%
2026-05-11
1.821 TR
2026-05-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+14.13%
2026-05-11
1.944 TR
2026-05-11
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+7.91%
2026-05-11
1.733 TR
2026-05-11
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+0.25%
2026-05-11
1.864 TR
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2023-10-26? to Mon 2026-05-11 Overall
Return
Exponential
Trendline
SPY
×
+84.88%
+27.36%/yr
+19.32%/yr
(R2=0.904)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+74.18%
+24.41%/yr
+17.49%/yr
(R2=0.899)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+94.38%
+29.90%/yr
+20.32%/yr
(R2=0.913)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+73.32%
+24.17%/yr
+17.57%/yr
(R2=0.919)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+31.99%
+11.54%/yr
+9.48%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Mon 2026-05-11 Start
Value
End
Value
SPY
×
$10,000.00
2023-10-26
$18,488.34
2026-05-11
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$17,418.04
2026-05-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$19,438.42
2026-05-11
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$17,331.69
2026-05-11
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2023-10-26
$13,198.50
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SPY JEPQ GPIQ GPIX JEPI
2026 (YTD) +8.71% +6.61% +14.13% +7.91% +0.25%
2025 +17.72% +15.19% +19.79% +16.26% +8.10%
2024 +24.89% +24.89% +23.22% +21.77% +12.59%
2023 +26.18% +36.28% +15.38% +13.46% +9.83%
2022 −18.18% −12.89% −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 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Thu 2023-10-26? to Mon 2026-05-11 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
0.00% −21.06%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
0.00% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−4.74% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+32.33%/yr
+32.51% total
+20.57%/yr
+45.40% total
+23.07%/yr
+86.41% total
+13.83%/yr
+91.11% total
+15.47%/yr
+321.41% total
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+28.84%/yr
+29.00% total
+17.86%/yr
+38.94% total
+21.16%/yr
+77.90% total
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+41.26%/yr
+41.50% total
+25.08%/yr
+56.50% total
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+29.15%/yr
+29.31% total
+18.96%/yr
+41.54% total
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+8.99%/yr
+9.03% total
+7.16%/yr
+14.85% total
+9.01%/yr
+29.54% total
+7.51%/yr
+43.64% total
JPMorgan Equity Premium Income ETF Exchange-Traded Fund