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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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