All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Tue 2025-04-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
−3.61%
2025-04-29 |
1.347 TRR
2025-04-29 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
−6.55%
2025-04-29 |
10.09 TRR
2025-04-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+34.70%
+6.22%/yr |
+4.35%/yr
(R2=0.575) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
+61.79%
+10.23%/yr |
+6.66%/yr
(R2=0.461) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2020-05-21 |
$13,469.79
2025-04-29 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2020-05-21 |
$16,178.86
2025-04-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | JEPI | SPY |
---|---|---|
2025 (YTD) | −3.61% | −6.55% |
2024 | +9.45% | +21.39% |
2023 | +6.27% | +22.09% |
2022 | −9.36% | −23.15% |
2021 | +13.55% | +20.26% |
2020 | +16.74% | +16.74% |
2019 | — | +28.29% |
2018 | — | −6.35% |
2017 | — | +19.18% |
2016 | — | +9.73% |
2015 | — | +0.50% |
2014 | — | +12.61% |
2013 | — | +30.35% |
2012 | — | +14.01% |
2011 | — | −1.04% |
2010 | — | +13.36% |
2009 | — | +23.00% |
2008 | — | −36.85% |
2007 | — | +1.01% |
2006 | — | +13.00% |
2005 | — | +1.35% |
2004 | — | +7.21% |
2003 | — | +25.81% |
2002 | — | −23.40% |
2001 | — | −13.11% |
2000 | — | −12.70% |
1999 | — | +17.24% |
1998 | — | +26.65% |
1997 | — | +31.24% |
1996 | — | +18.56% |
1995 | — | +34.63% |
1994 | — | −2.21% |
1993 | — | +6.30% |
Thu 2020-05-21? to Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −7.64% |
−18.27%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × | −9.79% |
−29.17%
2022-10-12 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||