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

Thu 2023-09-28? 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
JEPQ ×	−6.48% 2025-04-29	1.386 TR 2025-04-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Thu 2023-09-28? to Tue 2025-04-29	Overall Return	Exponential Trendline
JEPI ×	+16.00% +9.82%/yr	+12.88%/yr (R2=0.795)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
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

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Growth of $10,000

Thu 2023-09-28? to Tue 2025-04-29	Start Value	End Value
JEPI ×	$10,000.00 2023-09-28	$11,600.48 2025-04-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
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

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Annual Returns

Year	JEPI	BALI	JEPQ
2025 (YTD)	−2.14%	−5.07%	−6.48%
2024	+12.59%	+22.41%	+24.89%
2023	+9.82%	+9.52%	+36.26%
2022	−3.49%	—	−12.89%
2021	+21.53%	—	—
2020	+18.61%	—	—

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Drawdowns

Thu 2023-09-28? 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
JEPQ ×	−10.59%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund