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

Total Real Returns

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

Thu 2024-03-07? to Tue 2026-03-31 YTD
Return
TR
Price
XDTE
×
−3.43%
2026-03-31
1.266 TR
2026-03-31
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI
×
−0.28%
2026-03-31
1.863 TR
2026-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
XDTE
×
+26.56%
+12.09%/yr
+14.16%/yr
(R2=0.768)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI
×
+16.09%
+7.49%/yr
+8.31%/yr
(R2=0.798)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2026-03-31 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$12,656.13
2026-03-31
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2024-03-07
$11,608.59
2026-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year XDTE JEPI
2026 (YTD) −3.43% −0.28%
2025 +12.60% +8.10%
2024 +16.38% +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Thu 2024-03-07? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
XDTE
×
−5.84% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI
×
−4.78% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund