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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-06-13 YTD
Return
TRR
Price
SPY
×
+0.23%
2025-06-13
10.82 TRR
2025-06-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VOO
×
+0.26%
2025-06-13
4.835 TRR
2025-06-13
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−3.75%
2025-06-13
1.309 TRR
2025-06-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
SPY
×
+30.82%
+9.02%/yr
+16.48%/yr
(R2=0.877)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VOO
×
+31.09%
+9.09%/yr
+16.58%/yr
(R2=0.878)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+30.92%
+9.05%/yr
+17.68%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-06-13 Start
Value
End
Value
SPY
×
$10,000.00
2022-05-04
$13,082.06
2025-06-13
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$13,109.02
2025-06-13
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$13,091.86
2025-06-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY VOO JEPQ
2025 (YTD) +0.23% +0.26% −3.75%
2024 +21.39% +21.48% +21.40%
2023 +22.09% +22.23% +31.84%
2022 −23.15% −23.14% −15.01%
2021 +20.27% +20.33%
2020 +16.74% +16.73%
2019 +28.29% +28.43%
2018 −6.35% −6.28%
2017 +19.19% +19.25%
2016 +9.73% +9.89%
2015 +0.50% +0.59%
2014 +12.61% +12.71%
2013 +30.35% +30.43%
2012 +14.01% +14.02%
2011 −1.05% −1.04%
2010 +13.36% +14.34%
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 +31.24%
1996 +18.56%
1995 +34.65%
1994 −2.22%
1993 +6.29%

Drawdowns

Wed 2022-05-04? to Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
SPY
×
−3.25% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VOO
×
−3.25% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−7.10% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund