All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2023-10-26? to Mon 2025-06-09 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+0.71%
2025-06-09 |
10.87 TRR
2025-06-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
+1.71%
2025-06-09 |
1.41 TRR
2025-06-09 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
−0.87%
2025-06-09 |
1.385 TRR
2025-06-09 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Mon 2025-06-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+41.84%
+24.07%/yr |
+16.09%/yr
(R2=0.671) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
+40.99%
+23.61%/yr |
+14.22%/yr
(R2=0.642) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+17.71%
+10.59%/yr |
+7.76%/yr
(R2=0.583) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Mon 2025-06-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2023-10-26 |
$14,184.27
2025-06-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$14,099.42
2025-06-09 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2023-10-26 |
$11,771.38
2025-06-09 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | GPIQ | JEPI |
|---|---|---|---|
| 2025 (YTD) | +0.71% | +1.71% | −0.87% |
| 2024 | +21.39% | +19.78% | +9.43% |
| 2023 | +22.09% | +15.73% | +6.28% |
| 2022 | −23.15% | — | −9.36% |
| 2021 | +20.27% | — | +13.56% |
| 2020 | +16.74% | — | +16.74% |
| 2019 | +28.29% | — | — |
| 2018 | −6.36% | — | — |
| 2017 | +19.19% | — | — |
| 2016 | +9.73% | — | — |
| 2015 | +0.50% | — | — |
| 2014 | +12.61% | — | — |
| 2013 | +30.35% | — | — |
| 2012 | +14.02% | — | — |
| 2011 | −1.05% | — | — |
| 2010 | +13.36% | — | — |
| 2009 | +23.00% | — | — |
| 2008 | −36.85% | — | — |
| 2007 | +1.01% | — | — |
| 2006 | +13.00% | — | — |
| 2005 | +1.35% | — | — |
| 2004 | +7.21% | — | — |
| 2003 | +25.82% | — | — |
| 2002 | −23.41% | — | — |
| 2001 | −13.10% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.24% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.55% | — | — |
| 1995 | +34.64% | — | — |
| 1994 | −2.22% | — | — |
| 1993 | +6.29% | — | — |
| Thu 2023-10-26? to Mon 2025-06-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −2.78% |
−19.12%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × | −2.57% |
−21.42%
2025-04-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −5.00% |
−14.46%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||