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

Total Real Returns

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

Thu 2020-05-21? to Fri 2025-12-12 YTD
Return
TRR
Price
MAIN
×
+9.36%
2025-12-12
12.13 TRR
2025-12-12
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+4.53%
2025-12-12
1.461 TRR
2025-12-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
MAIN
×
+139.58%
+17.01%/yr
+15.12%/yr
(R2=0.807)
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+46.08%
+7.05%/yr
+4.51%/yr
(R2=0.673)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-12-12 Start
Value
End
Value
MAIN
×
$10,000.00
2020-05-21
$23,957.53
2025-12-12
Main Street Capital Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$14,607.79
2025-12-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year MAIN JEPI
2025 (YTD) +9.36% +4.53%
2024 +43.17% +9.45%
2023 +24.08% +6.25%
2022 −16.76% −9.35%
2021 +38.57% +13.55%
2020 −20.61% +16.75%
2019 +33.84%
2018 −10.01%
2017 +13.66%
2016 +34.67%
2015 +7.74%
2014 −3.73%
2013 +15.15%
2012 +50.86%
2011 +24.07%
2010 +22.40%
2009 +79.91%
2008 −20.84%
2007 −5.08%

Drawdowns

Thu 2020-05-21? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
MAIN
×
−7.11% −30.56%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−0.10% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund