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

Fri 2023-12-29 to Wed 2024-11-27	YTD Return	TRR Price
SPLG ×	+23.47% 2024-11-27	4.433 TRR 2024-11-27
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI ×	+13.67% 2024-11-27	1.452 TRR 2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Fri 2023-12-29 to Wed 2024-11-27	Overall Return	Exponential Trendline
SPLG ×	+23.47% +25.93%/yr	+23.60%/yr (R2=0.906)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI ×	+13.67% +15.04%/yr	+12.52%/yr (R2=0.807)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Fri 2023-12-29 to Wed 2024-11-27	Start Value	End Value
SPLG ×	$10,000.00 2023-12-29	$12,347.06 2024-11-27
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2023-12-29	$11,367.30 2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPLG	JEPI
2024 (YTD)	+23.47%	+13.67%
2023	+22.16%	+6.25%
2022	−23.08%	−9.35%
2021	+20.31%	+13.54%
2020	+16.89%	+16.77%
2019	+29.06%	—
2018	−6.56%	—
2017	+18.78%	—
2016	+9.56%	—
2015	+0.40%	—
2014	+12.85%	—
2013	+31.17%	—
2012	+13.21%	—
2011	−1.21%	—
2010	+14.14%	—
2009	+23.93%	—
2008	−37.00%	—
2007	+1.64%	—
2006	+11.74%	—
2005	+2.89%	—

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Drawdowns

Fri 2023-12-29 to Wed 2024-11-27	Current Drawdown	Worst Drawdown
SPLG ×	−0.33%	−8.49% 2024-08-05
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPI ×	0.00%	−3.89% 2024-04-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund