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