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

Total Real Returns

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

Thu 2023-10-26? to Mon 2025-07-14 YTD
Return
TR
Price
SPYI
×
+6.05%
2025-07-14
1.458 TR
2025-07-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+2.60%
2025-07-14
1.519 TR
2025-07-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+6.12%
2025-07-14
1.466 TR
2025-07-14
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+6.79%
2025-07-14
25.63 TR
2025-07-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2023-10-26? to Mon 2025-07-14 Overall
Return
Exponential
Trendline
SPYI
×
+37.42%
+20.34%/yr
+14.74%/yr
(R2=0.804)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+45.31%
+24.32%/yr
+15.80%/yr
(R2=0.721)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+46.60%
+24.96%/yr
+16.89%/yr
(R2=0.788)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+54.94%
+29.05%/yr
+19.06%/yr
(R2=0.767)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Mon 2025-07-14 Start
Value
End
Value
SPYI
×
$10,000.00
2023-10-26
$13,741.54
2025-07-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$14,530.80
2025-07-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$14,660.38
2025-07-14
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2023-10-26
$15,493.78
2025-07-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ GPIX SPY
2025 (YTD) +6.05% +2.60% +6.12% +6.79%
2024 +19.03% +24.90% +21.77% +24.89%
2023 +18.10% +36.26% +13.45% +26.18%
2022 −2.45% −12.89% −18.18%
2021 +28.73%
2020 +18.33%
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 +1.90%
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%

Drawdowns

Thu 2023-10-26? to Mon 2025-07-14 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.10% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
−2.06% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
−0.12% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
−0.16% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund