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

Total Real Returns

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

Thu 2023-10-26? to Thu 2026-04-09 YTD
Return
TRR
Price
JEPI
×
+1.78%
2026-04-09
1.497 TRR
2026-04-09
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
−0.35%
2026-04-09
1.519 TRR
2026-04-09
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−0.81%
2026-04-09
1.45 TRR
2026-04-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2023-10-26? to Thu 2026-04-09 Overall
Return
Exponential
Trendline
JEPI
×
+27.26%
+10.32%/yr
+6.74%/yr
(R2=0.757)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+51.94%
+18.59%/yr
+14.45%/yr
(R2=0.875)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+42.00%
+15.37%/yr
+13.10%/yr
(R2=0.884)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Thu 2026-04-09 Start
Value
End
Value
JEPI
×
$10,000.00
2023-10-26
$12,725.67
2026-04-09
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$15,193.89
2026-04-09
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2023-10-26
$14,200.00
2026-04-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI GPIX SPYI
2026 (YTD) +1.78% −0.35% −0.81%
2025 +5.28% +13.22% +13.62%
2024 +9.43% +18.36% +15.71%
2023 +6.27% +13.78% +14.25%
2022 −9.36% −2.67%
2021 +13.56%
2020 +16.74%

Drawdowns

Thu 2023-10-26? to Thu 2026-04-09 Current
Drawdown
Worst
Drawdown
JEPI
×
−2.48% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
−1.90% −17.89%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−2.26% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund