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

Total Real Returns

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

Thu 2023-10-26? 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
GPIQ
×
−5.50%
2025-04-29
1.344 TR
2025-04-29
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
BALI
×
+30.75%
+19.45%/yr
+18.50%/yr
(R2=0.744)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+32.65%
+20.60%/yr
+18.19%/yr
(R2=0.724)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+34.35%
+21.62%/yr
+18.39%/yr
(R2=0.714)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Tue 2025-04-29 Start
Value
End
Value
BALI
×
$10,000.00
2023-10-26
$13,075.45
2025-04-29
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$13,264.96
2025-04-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$13,435.48
2025-04-29
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year BALI JEPQ GPIQ
2025 (YTD) −5.07% −6.48% −5.50%
2024 +22.41% +24.89% +23.22%
2023 +9.52% +36.26% +15.38%
2022 −12.89%

Drawdowns

Thu 2023-10-26? 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
GPIQ
×
−10.34% −21.06%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund