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

Thu 2020-05-21? to Tue 2024-12-31	YTD Return	TR Price
SWPPX ×	+24.96% 2024-12-31	10.53 TR 2024-12-31
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	+11.82% 2024-12-31	1.708 TR 2024-12-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Thu 2020-05-21? to Tue 2024-12-31	Overall Return	Exponential Trendline
SWPPX ×	+113.85% +17.91%/yr	+11.64%/yr (R2=0.721)
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	+70.85% +12.31%/yr	+9.62%/yr (R2=0.868)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-21? to Tue 2024-12-31	Start Value	End Value
SWPPX ×	$10,000.00 2020-05-21	$21,385.42 2024-12-31
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	$10,000.00 2020-05-21	$17,084.80 2024-12-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SWPPX	JEPI
2024	+24.96%	+11.82%
2023	+26.26%	+9.82%
2022	−18.14%	−3.49%
2021	+28.67%	+21.53%
2020	+18.38%	+18.61%
2019	+31.46%	—
2018	−4.92%	—
2017	+21.76%	—
2016	+11.21%	—
2015	+0.26%	—
2014	+13.55%	—
2013	+32.26%	—
2012	+15.89%	—
2011	+2.02%	—
2010	+14.98%	—
2009	+26.26%	—
2008	−36.70%	—
2007	+5.45%	—
2006	+15.68%	—
2005	+4.78%	—
2004	+10.70%	—
2003	+28.47%	—
2002	−22.18%	—
2001	−12.04%	—
2000	−9.19%	—
1999	+21.97%	—
1998	+28.26%	—
1997	+9.33%	—

---

Drawdowns

Thu 2020-05-21? to Tue 2024-12-31	Current Drawdown	Worst Drawdown
SWPPX ×	−3.35%	−24.51% 2022-10-12
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	−4.80%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund