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

Total Real Returns

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

Thu 2020-05-21? to Tue 2024-10-08 YTD
Return
TRR
Price
JEPI
×
+9.99%
2024-10-08
1.405 TRR
2024-10-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+12.57%
2024-10-08
1.882 TRR
2024-10-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2024-10-08 Overall
Return
Exponential
Trendline
JEPI
×
+40.49%
+8.06%/yr
+3.72%/yr
(R2=0.442)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+48.42%
+9.43%/yr
+4.22%/yr
(R2=0.449)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2024-10-08 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,048.58
2024-10-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2020-05-21
$14,841.88
2024-10-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI DIVO
2024 (YTD) +9.99% +12.57%
2023 +6.28% +3.48%
2022 −9.36% −7.45%
2021 +13.54% +14.79%
2020 +16.77% +10.89%
2019 +22.13%
2018 −4.99%
2017 +18.92%
2016 −0.60%

Drawdowns

Thu 2020-05-21? to Tue 2024-10-08 Current
Drawdown
Worst
Drawdown
JEPI
×
−0.37% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
−0.92% −18.72%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund