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

Total Real Returns

XYLD,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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