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

Thu 2020-05-21? to Fri 2025-02-21	YTD Return	TRR Price
JEPI ×	+2.51% 2025-02-21	1.432 TRR 2025-02-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+1.53% 2025-02-21	10.96 TRR 2025-02-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Returns

Thu 2020-05-21? to Fri 2025-02-21	Overall Return	Exponential Trendline
JEPI ×	+43.24% +7.85%/yr	+4.37%/yr (R2=0.553)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+75.78% +12.59%/yr	+6.55%/yr (R2=0.427)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-21? to Fri 2025-02-21	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$14,324.13 2025-02-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	$10,000.00 2020-05-21	$17,578.08 2025-02-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Annual Returns

Year	JEPI	SPY
2025 (YTD)	+2.51%	+1.53%
2024	+9.43%	+21.39%
2023	+6.27%	+22.09%
2022	−9.36%	−23.15%
2021	+13.55%	+20.27%
2020	+16.74%	+16.74%
2019	—	+28.29%
2018	—	−6.35%
2017	—	+19.19%
2016	—	+9.73%
2015	—	+0.50%
2014	—	+12.61%
2013	—	+30.35%
2012	—	+14.01%
2011	—	−1.04%
2010	—	+13.36%
2009	—	+23.01%
2008	—	−36.85%
2007	—	+1.01%
2006	—	+13.00%
2005	—	+1.36%
2004	—	+7.20%
2003	—	+25.82%
2002	—	−23.41%
2001	—	−13.10%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.66%
1997	—	+31.23%
1996	—	+18.57%
1995	—	+34.62%
1994	—	−2.22%
1993	—	+6.28%

---

Drawdowns

Thu 2020-05-21? to Fri 2025-02-21	Current Drawdown	Worst Drawdown
JEPI ×	−1.78%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	−2.14%	−29.17% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund