LBDC yields 82.47% · JEPI yields 8.40%● Live data
📍 LBDC pulled ahead of the other in Year 1
Combined, LBDC + JEPI cover 0 of 12 months — good coverage
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The investment seeks to provide a monthly compounded two times leveraged long exposure to the performance of the Wells Fargo Business Development Company Index. The index is intended to measure the performance of all business development companies listed on the NYSE MKT or the NASDAQ that satisfy specified market capitalization and other eligibility requirements. The index refers to the business development companies included in the Wells Fargo Business Development Company Index as the âindex constituents.â
Full LBDC Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.