All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Fri 2025-06-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
XYLD × |
−4.98%
2025-06-20 |
1.72 TRR
2025-06-20 |
||||
Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
JEPI × |
−1.43%
2025-06-20 |
1.378 TRR
2025-06-20 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2025-06-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
XYLD × |
+27.37%
+4.88%/yr |
+1.89%/yr
(R2=0.152) |
||||
Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
JEPI × |
+37.76%
+6.51%/yr |
+4.35%/yr
(R2=0.595) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2025-06-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
XYLD × |
$10,000.00
2020-05-21 |
$12,736.53
2025-06-20 |
||||
Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$13,775.64
2025-06-20 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | XYLD | JEPI |
---|---|---|
2025 (YTD) | −4.98% | −1.43% |
2024 | +16.14% | +9.44% |
2023 | +7.50% | +6.27% |
2022 | −17.39% | −9.36% |
2021 | +11.75% | +13.54% |
2020 | −1.91% | +16.75% |
2019 | +18.72% | — |
2018 | −7.85% | — |
2017 | +14.07% | — |
2016 | +5.43% | — |
2015 | −0.15% | — |
2014 | +6.76% | — |
2013 | +14.15% | — |
Thu 2020-05-21? to Fri 2025-06-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
XYLD × | −7.12% |
−22.71%
2022-09-30 |
||||
Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
JEPI × | −5.54% |
−18.27%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||