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

Thu 2020-05-21? to Thu 2025-07-03	YTD Return	TRR Price
JEPI ×	+1.35% 2025-07-03	1.416 TRR 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+5.16% 2025-07-03	11.35 TRR 2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-07-03	Overall Return	Exponential Trendline
JEPI ×	+41.62% +7.04%/yr	+4.36%/yr (R2=0.601)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+82.07% +12.42%/yr	+6.96%/yr (R2=0.505)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-03	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$14,162.11 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	$10,000.00 2020-05-21	$18,207.07 2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	JEPI	SPY
2025 (YTD)	+1.35%	+5.16%
2024	+9.42%	+21.39%
2023	+6.27%	+22.09%
2022	−9.36%	−23.15%
2021	+13.54%	+20.27%
2020	+16.76%	+16.74%
2019	—	+28.29%
2018	—	−6.36%
2017	—	+19.19%
2016	—	+9.73%
2015	—	+0.50%
2014	—	+12.61%
2013	—	+30.35%
2012	—	+14.01%
2011	—	−1.05%
2010	—	+13.36%
2009	—	+23.00%
2008	—	−36.85%
2007	—	+1.01%
2006	—	+13.00%
2005	—	+1.35%
2004	—	+7.20%
2003	—	+25.82%
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	—	−2.20%
1993	—	+6.28%

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Drawdowns

Thu 2020-05-21? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
JEPI ×	−2.88%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	0.00%	−29.17% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund