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

Tue 2022-08-30? to Fri 2025-10-17	YTD Return	TRR Price
SPY ×	+10.99% 2025-10-17	11.98 TRR 2025-10-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+2.16% 2025-10-17	1.428 TRR 2025-10-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+9.23% 2025-10-17	1.405 TRR 2025-10-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	+1.90% 2025-10-17	4.129 TRR 2025-10-17
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+7.07% 2025-10-17	3.08 TRR 2025-10-17
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Returns

Tue 2022-08-30? to Fri 2025-10-17	Overall Return	Exponential Trendline
SPY ×	+58.99% +15.96%/yr	+18.50%/yr (R2=0.931)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+22.20% +6.61%/yr	+7.74%/yr (R2=0.863)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+40.54% +11.48%/yr	+12.69%/yr (R2=0.930)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	+58.05% +15.74%/yr	+21.83%/yr (R2=0.923)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+42.30% +11.92%/yr	+18.55%/yr (R2=0.911)
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 2025-10-17	Start Value	End Value
SPY ×	$10,000.00 2022-08-30	$15,899.44 2025-10-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,220.07 2025-10-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$14,053.84 2025-10-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	$10,000.00 2022-08-30	$15,805.37 2025-10-17
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	$10,000.00 2022-08-30	$14,230.41 2025-10-17
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)	+10.99%	+2.16%	+9.23%	+1.90%	+7.07%
2024	+21.39%	+9.44%	+15.68%	+34.75%	+29.33%
2023	+22.09%	+6.27%	+14.27%	+18.60%	+17.98%
2022	−23.15%	−9.34%	−2.66%	−30.98%	−25.99%
2021	+20.27%	+13.53%	—	+12.39%	+23.86%
2020	+16.74%	+16.75%	—	+27.76%	+5.81%
2019	+28.29%	—	—	+27.42%	+30.67%
2018	−6.35%	—	—	+0.88%	−10.69%
2017	+19.19%	—	—	+25.28%	+26.02%
2016	+9.73%	—	—	−0.24%	−0.32%
2015	+0.50%	—	—	+5.65%	+8.77%
2014	+12.62%	—	—	+14.25%	+10.87%
2013	+30.35%	—	—	+34.00%	+26.48%
2012	+14.01%	—	—	+10.97%	+16.21%
2011	−1.04%	—	—	−10.39%	−14.36%
2010	+13.36%	—	—	−6.35%	−3.08%
2009	+23.00%	—	—	+50.79%	+37.91%
2008	−36.85%	—	—	−32.39%	−25.78%
2007	+1.01%	—	—	−9.76%	−12.05%
2006	+13.00%	—	—	+23.47%	+0.12%
2005	+1.35%	—	—	−6.92%	—
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	+18.56%	—	—	—	—
1995	+34.63%	—	—	—	—
1994	−2.21%	—	—	—	—
1993	+6.27%	—	—	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2025-10-17	Current Drawdown	Worst Drawdown
SPY ×	−1.37%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	−2.10%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−0.95%	−16.84% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−3.21%	−25.35% 2025-04-08
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	−3.02%	−21.62% 2025-04-08
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund