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

Thu 2020-05-21? to Fri 2025-09-26	YTD Return	TRR Price
SPY ×	+10.74% 2025-09-26	11.95 TRR 2025-09-26
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+1.82% 2025-09-26	1.423 TRR 2025-09-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2025-09-26	Overall Return	Exponential Trendline
SPY ×	+91.73% +12.94%/yr	+7.59%/yr (R2=0.565)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+42.31% +6.82%/yr	+4.44%/yr (R2=0.640)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2025-09-26	Start Value	End Value
SPY ×	$10,000.00 2020-05-21	$19,173.19 2025-09-26
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,231.44 2025-09-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPY	JEPI
2025 (YTD)	+10.74%	+1.82%
2024	+21.39%	+9.43%
2023	+22.09%	+6.28%
2022	−23.15%	−9.35%
2021	+20.27%	+13.53%
2020	+16.74%	+16.77%
2019	+28.29%	—
2018	−6.36%	—
2017	+19.18%	—
2016	+9.73%	—
2015	+0.50%	—
2014	+12.61%	—
2013	+30.35%	—
2012	+14.02%	—
2011	−1.05%	—
2010	+13.37%	—
2009	+23.00%	—
2008	−36.85%	—
2007	+1.01%	—
2006	+13.00%	—
2005	+1.35%	—
2004	+7.21%	—
2003	+25.83%	—
2002	−23.41%	—
2001	−13.10%	—
2000	−12.70%	—
1999	+17.24%	—
1998	+26.66%	—
1997	+31.24%	—
1996	+18.56%	—
1995	+34.64%	—
1994	−2.23%	—
1993	+6.30%	—

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Drawdowns

Thu 2020-05-21? to Fri 2025-09-26	Current Drawdown	Worst Drawdown
SPY ×	−0.78%	−29.17% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	−2.43%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund