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

Total Real Returns

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

Tue 2022-08-30? to Thu 2025-07-03 YTD
Return
TR
Price
SPYI
×
+6.13%
2025-07-03
1.455 TR
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+1.97%
2025-07-03
1.512 TR
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+7.34%
2025-07-03
25.65 TR
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPYI
×
+45.54%
+14.12%/yr
+15.79%/yr
(R2=0.939)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+62.27%
+18.57%/yr
+23.34%/yr
(R2=0.925)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+63.85%
+18.98%/yr
+22.09%/yr
(R2=0.934)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2025-07-03 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$14,554.43
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$16,227.28
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$16,385.28
2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ SPY
2025 (YTD) +6.13% +1.97% +7.34%
2024 +19.03% +24.90% +24.89%
2023 +18.10% +36.26% +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

Tue 2022-08-30? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
−2.51% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
0.00% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund