All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Tue 2025-08-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+5.19%
2025-08-05 |
11.35 TRR
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
+2.63%
2025-08-05 |
1.124 TRR
2025-08-05 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
+4.84%
2025-08-05 |
5.201 TRR
2025-08-05 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
−0.30%
2025-08-05 |
1.393 TRR
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+82.12%
+12.20%/yr |
+7.19%/yr
(R2=0.528) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
+4.95%
+0.93%/yr |
−1.55%/yr
(R2=0.112) |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
+78.50%
+11.77%/yr |
+6.15%/yr
(R2=0.419) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+39.33%
+6.58%/yr |
+4.39%/yr
(R2=0.616) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2020-05-21 |
$18,212.06
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × |
$10,000.00
2020-05-21 |
$10,495.36
2025-08-05 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2020-05-21 |
$17,849.78
2025-08-05 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,933.20
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | BBHY | SCHB | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +5.19% | +2.63% | +4.84% | −0.30% |
| 2024 | +21.39% | +4.80% | +20.42% | +9.45% |
| 2023 | +22.09% | +8.36% | +22.06% | +6.26% |
| 2022 | −23.15% | −15.82% | −24.34% | −9.36% |
| 2021 | +20.27% | −2.94% | +17.59% | +13.56% |
| 2020 | +16.74% | +3.95% | +19.14% | +16.75% |
| 2019 | +28.29% | +11.78% | +27.82% | — |
| 2018 | −6.36% | −4.31% | −7.05% | — |
| 2017 | +19.19% | +4.36% | +18.73% | — |
| 2016 | +9.73% | +1.70% | +10.35% | — |
| 2015 | +0.50% | — | −0.33% | — |
| 2014 | +12.61% | — | +11.85% | — |
| 2013 | +30.35% | — | +31.21% | — |
| 2012 | +14.02% | — | +14.37% | — |
| 2011 | −1.04% | — | −1.55% | — |
| 2010 | +13.36% | — | +15.36% | — |
| 2009 | +23.00% | — | +7.66% | — |
| 2008 | −36.85% | — | — | — |
| 2007 | +1.01% | — | — | — |
| 2006 | +13.00% | — | — | — |
| 2005 | +1.35% | — | — | — |
| 2004 | +7.21% | — | — | — |
| 2003 | +25.83% | — | — | — |
| 2002 | −23.41% | — | — | — |
| 2001 | −13.11% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.65% | — | — | — |
| 1997 | +31.25% | — | — | — |
| 1996 | +18.56% | — | — | — |
| 1995 | +34.64% | — | — | — |
| 1994 | −2.21% | — | — | — |
| 1993 | +6.27% | — | — | — |
| Thu 2020-05-21? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.51% |
−29.17%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BBHY × | −5.11% |
−22.88%
2022-09-27 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| SCHB × | −1.50% |
−30.17%
2022-10-12 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × | −4.46% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||