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

Total Real Returns

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

Thu 2020-05-21? to Fri 2024-11-29 YTD
Return
TR
Price
VOO
×
+27.96%
2024-11-29
7.138 TR
2024-11-29
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+17.45%
2024-11-29
1.795 TR
2024-11-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
VOO
×
+119.04%
+18.92%/yr
+11.32%/yr
(R2=0.706)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+79.45%
+13.79%/yr
+9.55%/yr
(R2=0.861)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2024-11-29 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$21,903.77
2024-11-29
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,945.49
2024-11-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2024 (YTD) +27.96% +17.45%
2023 +26.32% +9.82%
2022 −18.17% −3.49%
2021 +28.79% +21.53%
2020 +18.32% +18.61%
2019 +31.36%
2018 −4.50%
2017 +21.77%
2016 +12.17%
2015 +1.33%
2014 +13.56%
2013 +32.39%
2012 +15.99%
2011 +1.90%
2010 +14.78%

Drawdowns

Thu 2020-05-21? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
VOO
×
0.00% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
0.00% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund