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

Thu 2024-02-22? 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
MSTY ×	+25.42% 2025-05-05	3.765 TR 2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

---

Returns

Thu 2024-02-22? to Mon 2025-05-05	Overall Return	Exponential Trendline
JEPI ×	+7.72% +6.40%/yr	+8.80%/yr (R2=0.531)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+10.95% +9.06%/yr	+11.97%/yr (R2=0.458)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY ×	+276.50% +202.09%/yr	+117.62%/yr (R2=0.714)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2024-02-22? to Mon 2025-05-05	Start Value	End Value
JEPI ×	$10,000.00 2024-02-22	$10,772.50 2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-02-22	$11,095.47 2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY ×	$10,000.00 2024-02-22	$37,650.26 2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

---

Annual Returns

Year	JEPI	JEPQ	MSTY
2025 (YTD)	−0.69%	−5.10%	+25.42%
2024	+12.59%	+24.89%	+200.20%
2023	+9.82%	+36.27%	—
2022	−3.49%	−12.89%	—
2021	+21.53%	—	—
2020	+18.61%	—	—

---

Drawdowns

Thu 2024-02-22? 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
MSTY ×	−9.11%	−40.82% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund