Skip to main content

Want a detailed portfolio tracker?

OverviewHoldingsPerformanceDividendsSimilar Etfs

Performance analysis of SEPI (SHELTON EQUITY PREMIUM INCOME ETF)

Annual Return

Since Sep 8, 2025, SEPI has had an average annual return of +23.37%, outperforming the benchmark SPY, which returned +19.42% annual.

20262025
+12.26%+6.84%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.79%-1.70%-2.70%+8.53%+5.08%-0.42%+1.55%+12.26%
2025+2.79%+2.18%+2.24%-0.50%+6.84%

Drawdown analysis of SEPI (SHELTON EQUITY PREMIUM INCOME ETF)

The maximum drawdown for the SEPI was -7.66%, occurring on Mar 27, 2026. Recovery took 11 trading sessions.

The current SEPI drawdown is -0.38%.

DepthStartTo BottomBottomTo RecoverEndTotal
-7.66%Jan 28, 202641Mar 27, 202611Apr 14, 202652
-4.99%Nov 10, 20258Nov 20, 202514Dec 11, 202522
-3.64%Jun 2, 20266Jun 10, 202619Jul 9, 202625
-2.71%Dec 11, 20254Dec 17, 20255Dec 24, 20259
-2.55%Oct 29, 20256Nov 6, 20252Nov 10, 20258
-2.34%Oct 8, 20252Oct 10, 20256Oct 20, 20258
-2.31%Jan 6, 20269Jan 20, 20265Jan 27, 202614
-1.72%Jul 10, 20265Jul 17, 2026OngoingOngoingOngoing
-1.28%May 14, 20263May 19, 20263May 22, 20266
-0.98%Dec 24, 20254Dec 31, 20252Jan 5, 20266
-0.92%Sep 22, 20253Sep 25, 20255Oct 2, 20258
-0.81%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-0.78%Oct 20, 20252Oct 22, 20252Oct 24, 20254
-0.63%May 6, 20261May 7, 20261May 8, 20262
-0.44%May 1, 20261May 4, 20261May 5, 20262
-0.39%Apr 22, 20261Apr 23, 20261Apr 24, 20262
-0.35%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.33%Apr 24, 20262Apr 28, 20262Apr 30, 20264
-0.22%Sep 11, 20251Sep 12, 20251Sep 15, 20252