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

Thu 2020-05-21? to Wed 2025-05-07	YTD Return	TR Price
SWPPX ×	−3.86% 2025-05-07	10.12 TR 2025-05-07
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	−0.56% 2025-05-07	1.711 TR 2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Thu 2020-05-21? to Wed 2025-05-07	Overall Return	Exponential Trendline
SWPPX ×	+105.61% +15.64%/yr	+12.05%/yr (R2=0.766)
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	+71.06% +11.43%/yr	+9.53%/yr (R2=0.884)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-21? to Wed 2025-05-07	Start Value	End Value
SWPPX ×	$10,000.00 2020-05-21	$20,560.99 2025-05-07
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	$10,000.00 2020-05-21	$17,105.57 2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SWPPX	JEPI
2025 (YTD)	−3.86%	−0.56%
2024	+24.96%	+12.59%
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 Wed 2025-05-07	Current Drawdown	Worst Drawdown
SWPPX ×	−8.11%	−24.51% 2022-10-12
Schwab S&P 500 Index Fund Mutual Fund
JEPI ×	−4.72%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund