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

Tue 2022-08-30? to Tue 2026-01-13	YTD Return	TRR Price
SPY ×	+1.65% 2026-01-13	12.58 TRR 2026-01-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+1.68% 2026-01-13	1.496 TRR 2026-01-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+1.12% 2026-01-13	1.479 TRR 2026-01-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−0.34% 2026-01-13	4.159 TRR 2026-01-13
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+0.91% 2026-01-13	3.138 TRR 2026-01-13
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Returns

Tue 2022-08-30? to Tue 2026-01-13	Overall Return	Exponential Trendline
SPY ×	+66.95% +16.41%/yr	+18.59%/yr (R2=0.944)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+28.02% +7.60%/yr	+7.63%/yr (R2=0.882)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+47.90% +12.30%/yr	+13.06%/yr (R2=0.943)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	+59.28% +14.80%/yr	+20.62%/yr (R2=0.920)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+45.04% +11.65%/yr	+18.12%/yr (R2=0.921)
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 Tue 2026-01-13	Start Value	End Value
SPY ×	$10,000.00 2022-08-30	$16,695.22 2026-01-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,802.20 2026-01-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$14,789.99 2026-01-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	$10,000.00 2022-08-30	$15,927.69 2026-01-13
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	$10,000.00 2022-08-30	$14,503.75 2026-01-13
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Annual Returns

Year	SPY	JEPI	SPYI	EOS	ETY
2026 (YTD)	+1.65%	+1.68%	+1.12%	−0.34%	+0.91%
2025	+14.66%	+5.27%	+13.64%	+2.99%	+8.10%
2024	+21.39%	+9.43%	+15.70%	+34.77%	+29.33%
2023	+22.09%	+6.28%	+14.26%	+18.62%	+17.98%
2022	−23.14%	−9.36%	−2.64%	−30.99%	−25.96%
2021	+20.26%	+13.55%	—	+12.43%	+23.84%
2020	+16.74%	+16.74%	—	+27.72%	+5.78%
2019	+28.29%	—	—	+27.42%	+30.65%
2018	−6.35%	—	—	+0.90%	−10.69%
2017	+19.19%	—	—	+25.28%	+26.02%
2016	+9.72%	—	—	−0.25%	−0.32%
2015	+0.50%	—	—	+5.65%	+8.79%
2014	+12.61%	—	—	+14.25%	+10.85%
2013	+30.35%	—	—	+34.00%	+26.50%
2012	+14.01%	—	—	+10.96%	+16.19%
2011	−1.05%	—	—	−10.38%	−14.36%
2010	+13.36%	—	—	−6.35%	−3.08%
2009	+23.00%	—	—	+50.76%	+37.91%
2008	−36.85%	—	—	−32.39%	−25.79%
2007	+1.01%	—	—	−9.75%	−12.04%
2006	+13.00%	—	—	+23.46%	+0.12%
2005	+1.35%	—	—	−6.93%	—
2004	+7.20%	—	—	—	—
2003	+25.82%	—	—	—	—
2002	−23.41%	—	—	—	—
2001	−13.10%	—	—	—	—
2000	−12.70%	—	—	—	—
1999	+17.24%	—	—	—	—
1998	+26.66%	—	—	—	—
1997	+31.24%	—	—	—	—
1996	+18.56%	—	—	—	—
1995	+34.63%	—	—	—	—
1994	−2.22%	—	—	—	—
1993	+6.29%	—	—	—	—

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Drawdowns

Tue 2022-08-30? to Tue 2026-01-13	Current Drawdown	Worst Drawdown
SPY ×	−0.21%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	−0.09%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−0.15%	−16.85% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−2.46%	−25.38% 2025-04-08
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	−1.21%	−21.62% 2025-04-08
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund