OILX yields 34.66% · JEPI yields 8.40%● Live data
📍 OILX pulled ahead of the other in Year 1
Combined, OILX + JEPI cover 0 of 12 months — good coverage
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The investment seeks to provide exposure to potential price appreciation in the S&P GSCI Crude Oil Total Return Index (the âindexâ). The index is a sub-index of the S&P GSCI commodity index (âS&P GSCIâ) and measures the returns from the West Texas Intermediate crude oil futures contract traded on the New York Mercantile Exchange.
Full OILX 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.