All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.55%
2026-04-02 |
1.463 TRR
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| VOO × |
−4.58%
2026-04-02 |
5.281 TRR
2026-04-02 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+46.32%
+6.71%/yr |
+4.74%/yr
(R2=0.719) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| VOO × |
+90.29%
+11.60%/yr |
+8.81%/yr
(R2=0.669) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$14,631.93
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2020-05-21 |
$19,028.97
2026-04-02 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | JEPI | VOO |
|---|---|---|
| 2026 (YTD) | −0.55% | −4.58% |
| 2025 | +5.29% | +14.75% |
| 2024 | +9.44% | +21.47% |
| 2023 | +6.26% | +22.23% |
| 2022 | −9.35% | −23.14% |
| 2021 | +13.54% | +20.33% |
| 2020 | +16.74% | +16.73% |
| 2019 | — | +28.43% |
| 2018 | — | −6.28% |
| 2017 | — | +19.25% |
| 2016 | — | +9.89% |
| 2015 | — | +0.59% |
| 2014 | — | +12.70% |
| 2013 | — | +30.43% |
| 2012 | — | +14.02% |
| 2011 | — | −1.04% |
| 2010 | — | +14.35% |
| Thu 2020-05-21? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.71% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| VOO × | −6.27% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||