SGOV,JEPI Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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