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

Total Real Returns

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

Thu 2024-03-07? 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
QDTE
×
−9.09%
2025-05-05
1.055 TR
2025-05-05
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF 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 2024-03-07? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
JEPI
×
+6.44%
+5.53%/yr
+8.69%/yr
(R2=0.500)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+9.07%
+7.77%/yr
+11.66%/yr
(R2=0.422)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QDTE
×
+5.53%
+4.74%/yr
+13.95%/yr
(R2=0.357)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+152.02%
+121.72%/yr
+108.69%/yr
(R2=0.688)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-05-05 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-07
$10,644.33
2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$10,907.16
2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$10,552.72
2025-05-05
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$25,201.66
2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ QDTE MSTY
2025 (YTD) −0.69% −5.10% −9.09% +25.42%
2024 +12.59% +24.89% +16.08% +200.20%
2023 +9.82% +36.27%
2022 −3.49% −12.89%
2021 +21.53%
2020 +18.61%

Drawdowns

Thu 2024-03-07? 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
QDTE
×
−14.23% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
−9.11% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund