All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2023-10-26? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+5.16%
2025-07-03 |
11.35 TRR
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
+5.57%
2025-07-03 |
1.463 TRR
2025-07-03 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+1.35%
2025-07-03 |
1.416 TRR
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+48.11%
+26.23%/yr |
+15.78%/yr
(R2=0.688) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
+46.32%
+25.32%/yr |
+14.33%/yr
(R2=0.673) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+20.35%
+11.61%/yr |
+7.35%/yr
(R2=0.579) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2023-10-26 |
$14,811.11
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$14,631.92
2025-07-03 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2023-10-26 |
$12,034.65
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | GPIQ | JEPI |
|---|---|---|---|
| 2025 (YTD) | +5.16% | +5.57% | +1.35% |
| 2024 | +21.39% | +19.77% | +9.42% |
| 2023 | +22.09% | +15.72% | +6.27% |
| 2022 | −23.15% | — | −9.36% |
| 2021 | +20.27% | — | +13.54% |
| 2020 | +16.74% | — | +16.76% |
| 2019 | +28.29% | — | — |
| 2018 | −6.36% | — | — |
| 2017 | +19.19% | — | — |
| 2016 | +9.73% | — | — |
| 2015 | +0.50% | — | — |
| 2014 | +12.61% | — | — |
| 2013 | +30.35% | — | — |
| 2012 | +14.01% | — | — |
| 2011 | −1.05% | — | — |
| 2010 | +13.36% | — | — |
| 2009 | +23.00% | — | — |
| 2008 | −36.85% | — | — |
| 2007 | +1.01% | — | — |
| 2006 | +13.00% | — | — |
| 2005 | +1.35% | — | — |
| 2004 | +7.20% | — | — |
| 2003 | +25.82% | — | — |
| 2002 | −23.40% | — | — |
| 2001 | −13.11% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.24% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.56% | — | — |
| 1995 | +34.63% | — | — |
| 1994 | −2.20% | — | — |
| 1993 | +6.28% | — | — |
| Thu 2023-10-26? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−19.12%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| GPIQ × | 0.00% |
−21.41%
2025-04-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −2.88% |
−14.46%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||