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

Total Real Returns

JEPI,QQQI,JEPQ,QQQ: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Thu 2026-04-02 YTD
Return
TR
Price
JEPI
×
+0.53%
2026-04-02
1.87 TR
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−3.32%
2026-04-02
1.374 TR
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
−1.76%
2026-04-02
1.678 TR
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−4.65%
2026-04-02
13.56 TR
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
JEPI
×
+19.55%
+8.57%/yr
+8.47%/yr
(R2=0.825)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+37.44%
+15.78%/yr
+18.67%/yr
(R2=0.889)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+35.81%
+15.14%/yr
+15.87%/yr
(R2=0.851)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+39.24%
+16.47%/yr
+19.97%/yr
(R2=0.844)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Thu 2026-04-02 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,955.01
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$13,744.33
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$13,581.49
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$13,923.95
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI JEPQ QQQ
2026 (YTD) +0.53% −3.32% −1.76% −4.65%
2025 +8.10% +18.63% +15.19% +20.77%
2024 +12.59% +19.84% +24.89% +25.58%
2023 +9.83% +36.28% +54.86%
2022 −3.49% −12.89% −32.58%
2021 +21.53% +27.42%
2020 +18.61% +48.62%
2019 +38.96%
2018 −0.13%
2017 +32.66%
2016 +7.10%
2015 +9.44%
2014 +19.18%
2013 +36.63%
2012 +18.11%
2011 +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Tue 2024-01-30? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.46% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−5.59% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
−4.77% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−7.75% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund