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 | ||||||
| XYLD × |
−1.50%
2026-04-02 |
1.877 TRR
2026-04-02 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
−4.60%
2026-04-02 |
11.8 TRR
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust 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 | ||||||
| XYLD × |
+38.97%
+5.77%/yr |
+2.97%/yr
(R2=0.362) |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
+89.38%
+11.50%/yr |
+8.74%/yr
(R2=0.666) |
||||
| SPDR S&P 500 ETF Trust 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 | ||||||
| XYLD × |
$10,000.00
2020-05-21 |
$13,896.93
2026-04-02 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$18,937.66
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | JEPI | XYLD | SPY |
|---|---|---|---|
| 2026 (YTD) | −0.55% | −1.50% | −4.60% |
| 2025 | +5.29% | +5.24% | +14.65% |
| 2024 | +9.44% | +16.15% | +21.39% |
| 2023 | +6.26% | +7.50% | +22.09% |
| 2022 | −9.35% | −17.38% | −23.15% |
| 2021 | +13.54% | +11.71% | +20.26% |
| 2020 | +16.74% | −1.88% | +16.74% |
| 2019 | — | +18.69% | +28.29% |
| 2018 | — | −7.85% | −6.35% |
| 2017 | — | +14.08% | +19.19% |
| 2016 | — | +5.40% | +9.73% |
| 2015 | — | −0.12% | +0.50% |
| 2014 | — | +6.76% | +12.61% |
| 2013 | — | +14.16% | +30.35% |
| 2012 | — | — | +14.01% |
| 2011 | — | — | −1.04% |
| 2010 | — | — | +13.35% |
| 2009 | — | — | +23.01% |
| 2008 | — | — | −36.85% |
| 2007 | — | — | +1.01% |
| 2006 | — | — | +13.00% |
| 2005 | — | — | +1.36% |
| 2004 | — | — | +7.21% |
| 2003 | — | — | +25.82% |
| 2002 | — | — | −23.41% |
| 2001 | — | — | −13.10% |
| 2000 | — | — | −12.70% |
| 1999 | — | — | +17.24% |
| 1998 | — | — | +26.65% |
| 1997 | — | — | +31.24% |
| 1996 | — | — | +18.63% |
| 1995 | — | — | +34.60% |
| 1994 | — | — | −2.22% |
| 1993 | — | — | +6.23% |
| 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 | ||||||
| XYLD × | −3.08% |
−22.71%
2022-09-30 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| SPY × | −6.28% |
−29.17%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||