All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2025-08-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.22%
2025-08-27 |
11.68 TRR
2025-08-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
+3.60%
2025-08-27 |
1.135 TRR
2025-08-27 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
+8.04%
2025-08-27 |
5.359 TRR
2025-08-27 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+1.80%
2025-08-27 |
1.423 TRR
2025-08-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-08-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+87.37%
+12.66%/yr |
+7.36%/yr
(R2=0.544) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
+5.94%
+1.10%/yr |
−1.41%/yr
(R2=0.096) |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
+83.96%
+12.27%/yr |
+6.33%/yr
(R2=0.438) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+42.26%
+6.92%/yr |
+4.41%/yr
(R2=0.626) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-08-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2020-05-21 |
$18,736.92
2025-08-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
$10,000.00
2020-05-21 |
$10,594.35
2025-08-27 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2020-05-21 |
$18,395.88
2025-08-27 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,225.60
2025-08-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | BBHY | SCHB | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +8.22% | +3.60% | +8.04% | +1.80% |
| 2024 | +21.39% | +4.82% | +20.46% | +9.44% |
| 2023 | +22.09% | +8.33% | +22.05% | +6.26% |
| 2022 | −23.15% | −15.80% | −24.36% | −9.34% |
| 2021 | +20.27% | −2.95% | +17.57% | +13.55% |
| 2020 | +16.74% | +3.97% | +19.19% | +16.73% |
| 2019 | +28.29% | +11.77% | +27.80% | — |
| 2018 | −6.35% | −4.31% | −7.04% | — |
| 2017 | +19.18% | +4.35% | +18.71% | — |
| 2016 | +9.73% | +1.72% | +10.37% | — |
| 2015 | +0.50% | — | −0.33% | — |
| 2014 | +12.61% | — | +11.83% | — |
| 2013 | +30.35% | — | +31.23% | — |
| 2012 | +14.01% | — | +14.36% | — |
| 2011 | −1.04% | — | −1.55% | — |
| 2010 | +13.36% | — | +15.37% | — |
| 2009 | +23.00% | — | +7.65% | — |
| 2008 | −36.85% | — | — | — |
| 2007 | +1.01% | — | — | — |
| 2006 | +13.00% | — | — | — |
| 2005 | +1.35% | — | — | — |
| 2004 | +7.21% | — | — | — |
| 2003 | +25.81% | — | — | — |
| 2002 | −23.40% | — | — | — |
| 2001 | −13.10% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.55% | — | — | — |
| 1995 | +34.64% | — | — | — |
| 1994 | −2.23% | — | — | — |
| 1993 | +6.31% | — | — | — |
| Thu 2020-05-21? to Wed 2025-08-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−29.17%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × | −4.23% |
−22.90%
2022-09-27 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × | 0.00% |
−30.19%
2022-10-12 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × | −2.44% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||