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

Tue 2022-08-30? to Fri 2025-11-14	YTD Return	TRR Price
SPY ×	+11.97% 2025-11-14	12.09 TRR 2025-11-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+2.31% 2025-11-14	1.43 TRR 2025-11-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+10.22% 2025-11-14	1.418 TRR 2025-11-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−0.13% 2025-11-14	4.047 TRR 2025-11-14
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+7.31% 2025-11-14	3.088 TRR 2025-11-14
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Returns

Tue 2022-08-30? to Fri 2025-11-14	Overall Return	Exponential Trendline
SPY ×	+60.40% +15.86%/yr	+18.55%/yr (R2=0.936)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+22.39% +6.50%/yr	+7.64%/yr (R2=0.867)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+41.82% +11.50%/yr	+12.81%/yr (R2=0.935)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	+54.92% +14.62%/yr	+21.48%/yr (R2=0.923)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+42.65% +11.71%/yr	+18.47%/yr (R2=0.916)
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2025-11-14	Start Value	End Value
SPY ×	$10,000.00 2022-08-30	$16,039.96 2025-11-14
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,239.00 2025-11-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$14,182.26 2025-11-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	$10,000.00 2022-08-30	$15,491.91 2025-11-14
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	$10,000.00 2022-08-30	$14,264.57 2025-11-14
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Annual Returns

Year	SPY	JEPI	SPYI	EOS	ETY
2025 (YTD)	+11.97%	+2.31%	+10.22%	−0.13%	+7.31%
2024	+21.39%	+9.45%	+15.68%	+34.78%	+29.46%
2023	+22.09%	+6.25%	+14.30%	+18.61%	+17.91%
2022	−23.15%	−9.33%	−2.69%	−30.97%	−25.99%
2021	+20.27%	+13.53%	—	+12.39%	+23.86%
2020	+16.74%	+16.76%	—	+27.74%	+5.81%
2019	+28.29%	—	—	+27.46%	+30.67%
2018	−6.35%	—	—	+0.88%	−10.70%
2017	+19.19%	—	—	+25.25%	+26.03%
2016	+9.73%	—	—	−0.24%	−0.32%
2015	+0.50%	—	—	+5.64%	+8.77%
2014	+12.61%	—	—	+14.25%	+10.87%
2013	+30.35%	—	—	+34.02%	+26.47%
2012	+14.01%	—	—	+10.95%	+16.19%
2011	−1.05%	—	—	−10.40%	−14.35%
2010	+13.36%	—	—	−6.34%	−3.09%
2009	+23.01%	—	—	+50.77%	+37.94%
2008	−36.85%	—	—	−32.39%	−25.79%
2007	+1.01%	—	—	−9.76%	−12.04%
2006	+13.00%	—	—	+23.47%	+0.12%
2005	+1.36%	—	—	−6.94%	—
2004	+7.21%	—	—	—	—
2003	+25.81%	—	—	—	—
2002	−23.40%	—	—	—	—
2001	−13.10%	—	—	—	—
2000	−12.70%	—	—	—	—
1999	+17.24%	—	—	—	—
1998	+26.65%	—	—	—	—
1997	+31.25%	—	—	—	—
1996	+18.56%	—	—	—	—
1995	+34.63%	—	—	—	—
1994	−2.22%	—	—	—	—
1993	+6.30%	—	—	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2025-11-14	Current Drawdown	Worst Drawdown
SPY ×	−2.38%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	−1.95%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−1.45%	−16.84% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−5.12%	−25.38% 2025-04-08
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	−2.77%	−21.64% 2025-04-08
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund