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

Total Real Returns

GQI,JEPI: Total Return Chart (with Dividends Reinvested)

Wed 2023-12-13? to Mon 2025-07-07 YTD
Return
TR
Price
GQI
×
+2.54%
2025-07-07
1.198 TR
2025-07-07
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+2.99%
2025-07-07
1.772 TR
2025-07-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Wed 2023-12-13? to Mon 2025-07-07 Overall
Return
Exponential
Trendline
GQI
×
+19.78%
+12.22%/yr
+9.80%/yr
(R2=0.640)
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+16.24%
+10.09%/yr
+8.95%/yr
(R2=0.671)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-13? to Mon 2025-07-07 Start
Value
End
Value
GQI
×
$10,000.00
2023-12-13
$11,978.00
2025-07-07
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
$10,000.00
2023-12-13
$11,624.09
2025-07-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year GQI JEPI
2025 (YTD) +2.54% +2.99%
2024 +16.02% +12.59%
2023 +0.68% +9.82%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Wed 2023-12-13? to Mon 2025-07-07 Current
Drawdown
Worst
Drawdown
GQI
×
−1.31% −16.56%
2025-04-08
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
−1.32% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund