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 Mon 2026-04-20 YTD
Return
TRR
Price
SPY
×
+2.09%
2026-04-20
12.63 TRR
2026-04-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+1.58%
2026-04-20
1.55 TRR
2026-04-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2026-04-20 Overall
Return
Exponential
Trendline
SPY
×
+52.78%
+11.29%/yr
+16.67%/yr
(R2=0.932)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+55.01%
+11.70%/yr
+17.05%/yr
(R2=0.927)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2026-04-20 Start
Value
End
Value
SPY
×
$10,000.00
2022-05-04
$15,278.42
2026-04-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,500.66
2026-04-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPQ
2026 (YTD) +2.09% +1.58%
2025 +14.65% +12.20%
2024 +21.39% +21.39%
2023 +22.09% +31.87%
2022 −23.14% −15.03%
2021 +20.27%
2020 +16.74%
2019 +28.29%
2018 −6.36%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.81%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.64%
1995 +34.61%
1994 −2.23%
1993 +6.24%

Drawdowns

Wed 2022-05-04? to Mon 2026-04-20 Current
Drawdown
Worst
Drawdown
SPY
×
−0.23% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−1.21% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund