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

Thu 2020-05-21💬 to Wed 2026-06-17	YTD Return	1 Year Return
JEPI ×	−2.33% 2026-06-17	+4.16% 2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
XYLD ×	+1.57% 2026-06-17	+12.45% 2026-06-17
Global X S&P 500 Covered Call ETF NYSE Exchange-Traded Fund
SPY ×	+5.16% 2026-06-17	+20.32% 2026-06-17
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Returns

Thu 2020-05-21💬 to Wed 2026-06-17	Overall Return	Exponential Trendline
JEPI ×	+43.71% +6.15%/yr	+4.72%/yr (R2=0.736)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
XYLD ×	+43.28% +6.10%/yr	+3.21%/yr (R2=0.414)
Global X S&P 500 Covered Call ETF NYSE Exchange-Traded Fund
SPY ×	+108.75% +12.88%/yr	+9.11%/yr (R2=0.699)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21💬 to Wed 2026-06-17	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$14,370.63 2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
XYLD ×	$10,000.00 2020-05-21	$14,327.85 2026-06-17
Global X S&P 500 Covered Call ETF NYSE Exchange-Traded Fund
SPY ×	$10,000.00 2020-05-21	$20,874.56 2026-06-17
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Annual Returns

Year	JEPI	XYLD	SPY
2026 (YTD)	−2.33%	+1.57%	+5.16%
2025	+5.28%	+5.23%	+14.65%
2024	+9.43%	+16.14%	+21.39%
2023	+6.27%	+7.51%	+22.09%
2022	−9.35%	−17.39%	−23.15%
2021	+13.54%	+11.72%	+20.27%
2020	+16.76%	−1.89%	+16.74%
2019	—	+18.69%	+28.29%
2018	—	−7.85%	−6.35%
2017	—	+14.08%	+19.19%
2016	—	+5.43%	+9.73%
2015	—	−0.14%	+0.50%
2014	—	+6.79%	+12.61%
2013	—	+14.14%	+30.35%
2012	—	—	+14.01%
2011	—	—	−1.04%
2010	—	—	+13.36%
2009	—	—	+23.01%
2008	—	—	−36.85%
2007	—	—	+1.01%
2006	—	—	+13.00%
2005	—	—	+1.35%
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	—	—	+34.61%
1994	—	—	−2.22%
1993	—	—	+6.22%

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Drawdowns

Thu 2020-05-21💬 to Wed 2026-06-17	Current Drawdown	Worst Drawdown
JEPI ×	−6.41% from 2026-02-27 peak	−18.27% 2022-09-30 from 2021-12-31 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
XYLD ×	−0.27% from 2026-06-15 peak	−22.72% 2022-09-30 from 2022-01-04 peak
Global X S&P 500 Covered Call ETF NYSE Exchange-Traded Fund
SPY ×	−2.61% from 2026-06-02 peak	−29.17% 2022-10-12 from 2021-12-29 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-06-17	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ×	+4.16%	+9.28% +4.54%/yr	+17.34% +5.48%/yr	+15.83% +2.98%/yr	—
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
XYLD ×	+12.45%	+18.79% +8.99%/yr	+25.41% +7.84%/yr	+16.67% +3.13%/yr	+60.65% +4.85%/yr
Global X S&P 500 Covered Call ETF NYSE Exchange-Traded Fund
SPY ×	+20.32%	+29.80% +13.93%/yr	+58.40% +16.57%/yr	+51.54% +8.67%/yr	+201.16% +11.66%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund