All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-28? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SGOV × |
−0.09%
2025-05-02 |
0.9132 TRR
2025-05-02 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
JEPI × |
−2.09%
2025-05-02 |
1.368 TRR
2025-05-02 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SGOV × |
−8.68%
−1.83%/yr |
−2.03%/yr
(R2=0.456) |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
JEPI × |
+33.57%
+6.05%/yr |
+4.31%/yr
(R2=0.572) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SGOV × |
$10,000.00
2020-05-28 |
$9,132.25
2025-05-02 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-28 |
$13,357.33
2025-05-02 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | SGOV | JEPI |
---|---|---|
2025 (YTD) | −0.09% | −2.09% |
2024 | +2.32% | +9.43% |
2023 | +1.72% | +6.26% |
2022 | −4.59% | −9.35% |
2021 | −6.53% | +13.54% |
2020 | −1.52% | +16.74% |
Thu 2020-05-28? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SGOV × | −8.68% |
−13.23%
2022-06-30 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
JEPI × | −6.19% |
−18.26%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||