All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−2.19%
2026-06-12 |
+3.20%
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| SPY × |
+5.33%
2026-06-12 |
+19.21%
2026-06-12 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+43.91%
+6.19%/yr |
+4.72%/yr
(R2=0.735) |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| SPY × |
+109.08%
+12.95%/yr |
+9.09%/yr
(R2=0.697) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$14,391.40
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$20,908.35
2026-06-12 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Year | JEPI | SPY |
|---|---|---|
| 2026 (YTD) | −2.19% | +5.33% |
| 2025 | +5.28% | +14.65% |
| 2024 | +9.43% | +21.39% |
| 2023 | +6.27% | +22.09% |
| 2022 | −9.35% | −23.15% |
| 2021 | +13.54% | +20.27% |
| 2020 | +16.76% | +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 | — | +1.35% |
| 2004 | — | +7.21% |
| 2003 | — | +25.82% |
| 2002 | — | −23.41% |
| 2001 | — | −13.10% |
| 2000 | — | −12.70% |
| 1999 | — | +17.24% |
| 1998 | — | +26.65% |
| 1997 | — | +31.24% |
| 1996 | — | +18.63% |
| 1995 | — | +34.61% |
| 1994 | — | −2.22% |
| 1993 | — | +6.22% |
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−6.28%
from 2026-02-27 peak |
−18.27%
2022-09-30 from 2021-12-31 peak |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| SPY × |
−2.45%
from 2026-06-02 peak |
−29.17%
2022-10-12 from 2021-12-29 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +3.20% |
+9.26% +4.53%/yr |
+18.17% +5.72%/yr |
+15.34% +2.90%/yr |
— | |
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| SPY × | +19.21% |
+31.38% +14.62%/yr |
+61.25% +17.26%/yr |
+50.66% +8.54%/yr |
+197.87% +11.53%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
