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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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