All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2023-10-26? to Tue 2025-04-29 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
−2.14%
2025-04-29 |
1.683 TR
2025-04-29 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
BALI × |
−5.07%
2025-04-29 |
1.273 TR
2025-04-29 |
||||
Blackrock Advantage Large Cap Income ETF 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 | ||||||
Thu 2023-10-26? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+19.19%
+12.34%/yr |
+12.09%/yr
(R2=0.763) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
BALI × |
+30.75%
+19.45%/yr |
+18.50%/yr
(R2=0.744) |
||||
Blackrock Advantage Large Cap Income ETF 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 | ||||||
Thu 2023-10-26? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2023-10-26 |
$11,918.96
2025-04-29 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
BALI × |
$10,000.00
2023-10-26 |
$13,075.45
2025-04-29 |
||||
Blackrock Advantage Large Cap Income ETF 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 | ||||||
Year | JEPI | BALI | GPIQ |
---|---|---|---|
2025 (YTD) | −2.14% | −5.07% | −5.50% |
2024 | +12.59% | +22.41% | +23.22% |
2023 | +9.82% | +9.52% | +15.38% |
2022 | −3.49% | — | — |
2021 | +21.53% | — | — |
2020 | +18.61% | — | — |
Thu 2023-10-26? to Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −6.24% |
−13.26%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
BALI × | −8.54% |
−16.65%
2025-04-08 |
||||
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
GPIQ × | −10.34% |
−21.06%
2025-04-08 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||