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

Total Real Returns

SPY,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Tue 2025-07-15 YTD
Return
TRR
Price
SPY
×
+4.37%
2025-07-15
11.27 TRR
2025-07-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+0.28%
2025-07-15
1.364 TRR
2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SPY
×
+36.23%
+10.15%/yr
+16.44%/yr
(R2=0.884)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+36.36%
+10.18%/yr
+17.44%/yr
(R2=0.880)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-07-15 Start
Value
End
Value
SPY
×
$10,000.00
2022-05-04
$13,623.40
2025-07-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$13,636.14
2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPQ
2025 (YTD) +4.37% +0.28%
2024 +21.39% +21.40%
2023 +22.09% +31.84%
2022 −23.15% −15.04%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.72%
2015 +0.50%
2014 +12.61%
2013 +30.34%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.02%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.81%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Wed 2022-05-04? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SPY
×
−0.62% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−3.21% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund