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 Fri 2025-12-12 YTD
Return
TRR
Price
SPY
×
+13.35%
2025-12-12
12.24 TRR
2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+10.29%
2025-12-12
1.5 TRR
2025-12-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SPY
×
+47.95%
+11.47%/yr
+16.88%/yr
(R2=0.919)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+50.03%
+11.90%/yr
+17.26%/yr
(R2=0.912)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-12-12 Start
Value
End
Value
SPY
×
$10,000.00
2022-05-04
$14,795.14
2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,002.58
2025-12-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPQ
2025 (YTD) +13.35% +10.29%
2024 +21.39% +21.40%
2023 +22.09% +31.87%
2022 −23.15% −15.03%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.37%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.25%
1998 +26.65%
1997 +31.24%
1996 +18.56%
1995 +34.64%
1994 −2.21%
1993 +6.28%

Drawdowns

Wed 2022-05-04? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SPY
×
−1.17% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−1.49% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund