All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DIVO,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPI
×
+10.31%
2024-09-30
1.409 TRR
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+49.78%
+9.71%/yr
+4.16%/yr
(R2=0.441)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPI
×
+40.85%
+8.17%/yr
+3.67%/yr
(R2=0.433)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2020-05-21
$14,978.18
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$14,085.21
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year DIVO JEPI
2024 (YTD) +13.63% +10.31%
2023 +3.48% +6.26%
2022 −7.45% −9.36%
2021 +14.80% +13.54%
2020 +10.90% +16.76%
2019 +22.09%
2018 −4.99%
2017 +18.93%
2016 −0.60%

Drawdowns

Thu 2020-05-21? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −18.71%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPI
×
0.00% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund