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 2025-06-23 YTD
Return
TRR
Price
SPY
×
+0.99%
2025-06-23
10.9 TRR
2025-06-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−2.65%
2025-06-23
1.324 TRR
2025-06-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2025-06-23 Overall
Return
Exponential
Trendline
SPY
×
+31.82%
+9.20%/yr
+16.44%/yr
(R2=0.879)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+32.39%
+9.35%/yr
+17.60%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-06-23 Start
Value
End
Value
SPY
×
$10,000.00
2022-05-04
$13,181.71
2025-06-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$13,238.81
2025-06-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPQ
2025 (YTD) +0.99% −2.65%
2024 +21.39% +21.38%
2023 +22.09% +31.85%
2022 −23.15% −15.02%
2021 +20.27%
2020 +16.74%
2019 +28.30%
2018 −6.36%
2017 +19.18%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.02%
2011 −1.05%
2010 +13.36%
2009 +23.01%
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 +17.24%
1998 +26.65%
1997 +31.23%
1996 +18.56%
1995 +34.64%
1994 −2.22%
1993 +6.30%

Drawdowns

Wed 2022-05-04? to Mon 2025-06-23 Current
Drawdown
Worst
Drawdown
SPY
×
−2.51% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−6.04% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund