All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Fri 2025-07-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+6.81%
2025-07-25 |
11.53 TRR
2025-07-25 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+1.67%
2025-07-25 |
1.421 TRR
2025-07-25 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-07-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+84.92%
+12.61%/yr |
+7.12%/yr
(R2=0.520) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+42.09%
+7.02%/yr |
+4.38%/yr
(R2=0.611) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-07-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2020-05-21 |
$18,491.86
2025-07-25 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,209.22
2025-07-25 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | JEPI |
|---|---|---|
| 2025 (YTD) | +6.81% | +1.67% |
| 2024 | +21.39% | +9.43% |
| 2023 | +22.09% | +6.27% |
| 2022 | −23.14% | −9.35% |
| 2021 | +20.27% | +13.52% |
| 2020 | +16.74% | +16.78% |
| 2019 | +28.29% | — |
| 2018 | −6.35% | — |
| 2017 | +19.19% | — |
| 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 | +25.82% | — |
| 2002 | −23.40% | — |
| 2001 | −13.11% | — |
| 2000 | −12.70% | — |
| 1999 | +17.24% | — |
| 1998 | +26.65% | — |
| 1997 | +31.24% | — |
| 1996 | +18.56% | — |
| 1995 | +34.65% | — |
| 1994 | −2.23% | — |
| 1993 | +6.30% | — |
| Thu 2020-05-21? to Fri 2025-07-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−29.17%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × | −2.58% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||