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 2025-04-08 YTD
Return
TRR
Price
JEPI
×
−10.72%
2025-04-08
1.248 TRR
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
−16.21%
2025-04-08
9.045 TRR
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-04-08 Overall
Return
Exponential
Trendline
JEPI
×
+24.76%
+4.64%/yr
+4.41%/yr
(R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+45.07%
+7.92%/yr
+6.69%/yr
(R2=0.454)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-04-08 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$12,476.21
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2020-05-21
$14,507.20
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year JEPI SPY
2025 (YTD) −10.72% −16.21%
2024 +9.44% +21.39%
2023 +6.25% +22.09%
2022 −9.35% −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 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.64%
1994 −2.21%
1993 +6.29%

Drawdowns

Thu 2020-05-21? to Tue 2025-04-08 Current
Drawdown
Worst
Drawdown
JEPI
×
−14.45% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
−19.11% −29.17%
2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund