BALI,JEPQ Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BALI,JEPQ: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Thu 2023-09-28^? to Tue 2025-04-29	YTD Return	TR Price
BALI ^×	−5.07% 2025-04-29	1.273 TR 2025-04-29
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ^×	−6.48% 2025-04-29	1.386 TR 2025-04-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-09-28^? to Tue 2025-04-29	Overall Return	Exponential Trendline
BALI ^×	+27.26% +16.43%/yr	+20.03%/yr (R²=0.778)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ^×	+28.70% +17.25%/yr	+19.75%/yr (R²=0.762)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-09-28^? to Tue 2025-04-29	Start Value	End Value
BALI ^×	$10,000.00 2023-09-28	$12,726.37 2025-04-29
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ^×	$10,000.00 2023-09-28	$12,870.25 2025-04-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year	BALI	JEPQ
2025 (YTD)	−5.07%	−6.48%
2024	+22.41%	+24.89%
2023	+9.52%	+36.26%
2022	—	−12.89%

Drawdowns

Thu 2023-09-28^? to Tue 2025-04-29	Current Drawdown	Worst Drawdown
BALI ^×	−8.54%	−16.65% 2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ^×	−10.59%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund