All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 2023-10-26šŸ’¬ to Fri 2026-06-12 YTD
Return
1 Year
Return
SPY
×
+5.33%
2026-06-12
+19.21%
2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPI
×
āˆ’2.19%
2026-06-12
+3.20%
2026-06-12
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+2.67%
2026-06-12
+15.02%
2026-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+4.91%
2026-06-12
+17.77%
2026-06-12
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26šŸ’¬ to Fri 2026-06-12 Overall
Return
Exponential
Trendline
SPY
×
+70.09%
+22.39%/yr
+16.19%/yr
(R2=0.880)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPI
×
+22.28%
+7.95%/yr
+6.10%/yr
(R2=0.733)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+47.00%
+15.79%/yr
+13.03%/yr
(R2=0.901)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+59.99%
+19.58%/yr
+14.48%/yr
(R2=0.894)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26šŸ’¬ to Fri 2026-06-12 Start
Value
End
Value
SPY
×
$10,000.00
2023-10-26
$17,008.73
2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPI
×
$10,000.00
2023-10-26
$12,228.23
2026-06-12
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
$10,000.00
2023-10-26
$14,700.41
2026-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$15,999.31
2026-06-12
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPI SPYI GPIX
2026 (YTD) +5.33% āˆ’2.19% +2.67% +4.91%
2025 +14.65% +5.28% +13.63% +13.23%
2024 +21.39% +9.43% +15.70% +18.36%
2023 +22.09% +6.27% +14.27% +13.80%
2022 āˆ’23.15% āˆ’9.35% āˆ’2.66%
2021 +20.27% +13.54%
2020 +16.74% +16.76%
2019 +28.29%
2018 āˆ’6.35%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 āˆ’1.04%
2010 +13.36%
2009 +23.01%
2008 āˆ’36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 āˆ’23.41%
2001 āˆ’13.10%
2000 āˆ’12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 āˆ’2.22%
1993 +6.22%

Drawdowns

Thu 2023-10-26šŸ’¬ to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
SPY
×
āˆ’2.45%
from 2026-06-02 peak
āˆ’19.12%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPI
×
āˆ’6.28%
from 2026-02-27 peak
āˆ’14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
āˆ’1.90%
from 2026-06-02 peak
āˆ’16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
āˆ’1.74%
from 2026-06-02 peak
āˆ’17.87%
2025-04-08
from 2025-02-19 peak
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+19.21% +31.38%
+14.62%/yr
+61.25%
+17.26%/yr
+50.66%
+8.54%/yr
+197.87%
+11.53%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPI
×
+3.20% +9.26%
+4.53%/yr
+18.17%
+5.72%/yr
+15.34%
+2.90%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+15.02% +25.88%
+12.20%/yr
+40.08%
+11.89%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+17.77% +29.28%
+13.70%/yr
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund