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 Thu 2025-04-03 YTD
Return
TRR
Price
MAIN
×
−4.10%
2025-04-03
10.64 TRR
2025-04-03
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−3.58%
2025-04-03
1.348 TRR
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
MAIN
×
+110.03%
+16.47%/yr
+13.35%/yr
(R2=0.723)
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+34.76%
+6.32%/yr
+4.44%/yr
(R2=0.577)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-03 Start
Value
End
Value
MAIN
×
$10,000.00
2020-05-21
$21,002.63
2025-04-03
Main Street Capital Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,475.71
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year MAIN JEPI
2025 (YTD) −4.10% −3.58%
2024 +43.19% +9.44%
2023 +24.06% +6.26%
2022 −16.76% −9.35%
2021 +38.58% +13.55%
2020 −20.61% +16.77%
2019 +33.82%
2018 −9.98%
2017 +13.63%
2016 +34.65%
2015 +7.76%
2014 −3.73%
2013 +15.10%
2012 +50.83%
2011 +24.14%
2010 +22.40%
2009 +79.95%
2008 −20.84%
2007 −5.10%

Drawdowns

Thu 2020-05-21? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
MAIN
×
−10.87% −30.56%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−7.61% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund