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 Fri 2025-04-25 YTD
Return
TRR
Price
JEPI
×
−4.10%
2025-04-25
1.34 TRR
2025-04-25
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
−5.27%
2025-04-25
1.219 TRR
2025-04-25
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-04-25 Overall
Return
Exponential
Trendline
JEPI
×
+14.69%
+5.30%/yr
+8.86%/yr
(R2=0.861)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+21.90%
+7.75%/yr
+12.94%/yr
(R2=0.905)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-04-25 Start
Value
End
Value
JEPI
×
$10,000.00
2022-08-30
$11,468.50
2025-04-25
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$12,190.18
2025-04-25
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI SPYI
2025 (YTD) −4.10% −5.27%
2024 +9.43% +15.70%
2023 +6.27% +14.28%
2022 −9.36% −2.68%
2021 +13.55%
2020 +16.74%

Drawdowns

Tue 2022-08-30? to Fri 2025-04-25 Current
Drawdown
Worst
Drawdown
JEPI
×
−8.11% −14.42%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
−8.23% −16.82%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund