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

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
JEPI ×	+1.80% 2025-08-27	1.423 TRR 2025-08-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

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
JEPI ×	+42.26% +6.92%/yr	+4.41%/yr (R2=0.626)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

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
JEPI ×	$10,000.00 2020-05-21	$14,225.60 2025-08-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPY	JEPI
2025 (YTD)	+8.22%	+1.80%
2024	+21.39%	+9.44%
2023	+22.09%	+6.26%
2022	−23.15%	−9.34%
2021	+20.27%	+13.55%
2020	+16.74%	+16.73%
2019	+28.29%	—
2018	−6.35%	—
2017	+19.18%	—
2016	+9.73%	—
2015	+0.50%	—
2014	+12.61%	—
2013	+30.35%	—
2012	+14.01%	—
2011	−1.04%	—
2010	+13.36%	—
2009	+23.00%	—
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%	—

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Drawdowns

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
JEPI ×	−2.44%	−18.26% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund