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 Mon 2025-06-09 YTD
Return
TR
Price
SPYI
×
+2.93%
2025-06-09
1.412 TR
2025-06-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
−1.49%
2025-06-09
1.46 TR
2025-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+2.62%
2025-06-09
24.52 TR
2025-06-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Mon 2025-06-09 Overall
Return
Exponential
Trendline
SPYI
×
+41.16%
+13.22%/yr
+15.87%/yr
(R2=0.936)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+56.76%
+17.58%/yr
+23.79%/yr
(R2=0.926)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
+56.65%
+17.55%/yr
+22.30%/yr
(R2=0.932)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Mon 2025-06-09 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$14,115.70
2025-06-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$15,675.98
2025-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$15,665.33
2025-06-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ SPY
2025 (YTD) +2.93% −1.49% +2.62%
2024 +19.03% +24.89% +24.89%
2023 +18.10% +36.27% +26.18%
2022 −2.44% −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 +1.89%
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%

Drawdowns

Tue 2022-08-30? to Mon 2025-06-09 Current
Drawdown
Worst
Drawdown
SPYI
×
−1.24% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
−5.82% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY
×
−1.87% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund