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

Total Real Returns

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

Wed 2022-05-04? to Mon 2025-05-05 YTD
Return
TR
Price
JEPI
×
−0.69%
2025-05-05
1.708 TR
2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−5.10%
2025-05-05
1.407 TR
2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GLDI
×
+11.16%
2025-05-05
1.462 TR
2025-05-05
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
JEPI
×
+22.27%
+6.92%/yr
+11.19%/yr
(R2=0.919)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+40.69%
+12.04%/yr
+21.90%/yr
(R2=0.909)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GLDI
×
+40.09%
+11.88%/yr
+13.80%/yr
(R2=0.879)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-05-05 Start
Value
End
Value
JEPI
×
$10,000.00
2022-05-04
$12,226.71
2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,068.95
2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GLDI
×
$10,000.00
2022-05-04
$14,009.15
2025-05-05
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ GLDI
2025 (YTD) −0.69% −5.10% +11.16%
2024 +12.59% +24.89% +18.70%
2023 +9.82% +36.27% +8.96%
2022 −3.49% −12.89% −1.11%
2021 +21.53% −3.42%
2020 +18.61% +23.50%
2019 +14.39%
2018 −0.53%
2017 +8.94%
2016 +0.92%
2015 −6.20%
2014 −3.32%
2013 −24.02%

Drawdowns

Wed 2022-05-04? to Mon 2025-05-05 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.84% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−9.28% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GLDI
×
−0.25% −11.25%
2022-09-26
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund