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

Total Real Returns

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

Tue 2022-08-30? to Wed 2026-04-22 YTD
Return
TRR
Price
JEPI
×
−0.05%
2026-04-22
1.471 TRR
2026-04-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+0.10%
2026-04-22
1.464 TRR
2026-04-22
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2026-04-22 Overall
Return
Exponential
Trendline
JEPI
×
+25.88%
+6.52%/yr
+7.57%/yr
(R2=0.897)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+46.37%
+11.02%/yr
+12.93%/yr
(R2=0.950)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2026-04-22 Start
Value
End
Value
JEPI
×
$10,000.00
2022-08-30
$12,587.87
2026-04-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,637.44
2026-04-22
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI SPYI
2026 (YTD) −0.05% +0.10%
2025 +5.29% +13.63%
2024 +9.43% +15.69%
2023 +6.28% +14.29%
2022 −9.35% −2.67%
2021 +13.54%
2020 +16.76%

Drawdowns

Tue 2022-08-30? to Wed 2026-04-22 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.23% −14.45%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
−1.34% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund