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

Tue 2022-08-30? to Fri 2025-12-19	YTD Return	TRR Price
SPY ×	+13.92% 2025-12-19	12.3 TRR 2025-12-19
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+4.90% 2025-12-19	1.466 TRR 2025-12-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+13.02% 2025-12-19	1.454 TRR 2025-12-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−0.62% 2025-12-19	4.027 TRR 2025-12-19
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+6.76% 2025-12-19	3.071 TRR 2025-12-19
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund

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Returns

Tue 2022-08-30? to Fri 2025-12-19	Overall Return	Exponential Trendline
SPY ×	+63.20% +15.98%/yr	+18.56%/yr (R2=0.941)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	+25.47% +7.11%/yr	+7.61%/yr (R2=0.876)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+45.43% +12.00%/yr	+12.95%/yr (R2=0.940)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	+54.19% +14.00%/yr	+20.88%/yr (R2=0.919)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	+41.91% +11.17%/yr	+18.26%/yr (R2=0.919)
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 2025-12-19	Start Value	End Value
SPY ×	$10,000.00 2022-08-30	$16,319.93 2025-12-19
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,546.88 2025-12-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$14,543.20 2025-12-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	$10,000.00 2022-08-30	$15,419.22 2025-12-19
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	$10,000.00 2022-08-30	$14,190.83 2025-12-19
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)	+13.92%	+4.90%	+13.02%	−0.62%	+6.76%
2024	+21.39%	+9.44%	+15.69%	+34.75%	+29.42%
2023	+22.09%	+6.25%	+14.28%	+18.61%	+17.91%
2022	−23.15%	−9.34%	−2.67%	−30.97%	−25.98%
2021	+20.26%	+13.53%	—	+12.43%	+23.82%
2020	+16.74%	+16.76%	—	+27.70%	+5.83%
2019	+28.29%	—	—	+27.39%	+30.65%
2018	−6.35%	—	—	+0.89%	−10.68%
2017	+19.18%	—	—	+25.32%	+26.01%
2016	+9.73%	—	—	−0.25%	−0.31%
2015	+0.50%	—	—	+5.65%	+8.77%
2014	+12.61%	—	—	+14.25%	+10.86%
2013	+30.34%	—	—	+34.00%	+26.48%
2012	+14.01%	—	—	+10.96%	+16.21%
2011	−1.04%	—	—	−10.39%	−14.37%
2010	+13.36%	—	—	−6.35%	−3.08%
2009	+23.01%	—	—	+50.79%	+37.96%
2008	−36.85%	—	—	−32.39%	−25.80%
2007	+1.01%	—	—	−9.76%	−12.05%
2006	+12.99%	—	—	+23.47%	+0.12%
2005	+1.35%	—	—	−6.93%	—
2004	+7.21%	—	—	—	—
2003	+25.82%	—	—	—	—
2002	−23.41%	—	—	—	—
2001	−13.10%	—	—	—	—
2000	−12.70%	—	—	—	—
1999	+17.24%	—	—	—	—
1998	+26.66%	—	—	—	—
1997	+31.24%	—	—	—	—
1996	+18.57%	—	—	—	—
1995	+34.63%	—	—	—	—
1994	−2.23%	—	—	—	—
1993	+6.29%	—	—	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2025-12-19	Current Drawdown	Worst Drawdown
SPY ×	−1.30%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPI ×	−0.48%	−14.45% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−0.62%	−16.86% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
EOS ×	−5.59%	−25.37% 2025-04-08
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
ETY ×	−3.25%	−21.67% 2025-04-08
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund