SWPPX,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Fri 2026-04-17	YTD Return	TR Price
SWPPX ×	+4.45% 2026-04-17	15.09 TR 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	+2.92% 2026-04-17	1.914 TR 2026-04-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2026-04-17	Overall Return	Exponential Trendline
SWPPX ×	+163.28% +17.81%/yr	+13.69%/yr (R2=0.859)
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	+91.39% +11.62%/yr	+9.41%/yr (R2=0.925)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2026-04-17	Start Value	End Value
SWPPX ×	$10,000.00 2020-05-21	$26,327.51 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	$10,000.00 2020-05-21	$19,138.93 2026-04-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	JEPI
2026 (YTD)	+4.45%	+2.92%
2025	+17.87%	+8.10%
2024	+24.97%	+12.59%
2023	+26.26%	+9.83%
2022	−18.14%	−3.49%
2021	+28.67%	+21.53%
2020	+18.38%	+18.61%
2019	+31.46%	—
2018	−4.47%	—
2017	+21.81%	—
2016	+11.82%	—
2015	+1.31%	—
2014	+13.55%	—
2013	+32.27%	—
2012	+15.89%	—
2011	+2.02%	—
2010	+14.98%	—
2009	+26.26%	—
2008	−36.70%	—
2007	+5.46%	—
2006	+15.68%	—
2005	+4.78%	—
2004	+10.70%	—
2003	+28.47%	—
2002	−22.18%	—
2001	−12.04%	—
2000	−9.19%	—
1999	+30.72%	—
1998	+28.25%	—
1997	+16.32%	—

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Drawdowns

Thu 2020-05-21? to Fri 2026-04-17	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−24.51% 2022-10-12
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	−2.20%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund