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