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

Total Real Returns

JEPI,JEPQ,SCHD,DIVO,BITO,MSTY,NVDY,IWMW,AMZY,GLDI,YYY: Total Return Chart (with Dividends Reinvested)

Fri 2024-03-15? to Mon 2025-07-14 YTD
Return
TR
Price
JEPI
×
+2.53%
2025-07-14
1.775 TR
2025-07-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+2.60%
2025-07-14
1.519 TR
2025-07-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+0.21%
2025-07-14
5.046 TR
2025-07-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+8.45%
2025-07-14
2.679 TR
2025-07-14
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
BITO
×
+20.83%
2025-07-14
1.512 TR
2025-07-14
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+42.80%
2025-07-14
4.323 TR
2025-07-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−23.90%
2025-07-14
3.237 TR
2025-07-14
Tidal Trust II Exchange-Traded Fund
IWMW
×
−1.65%
2025-07-14
1.044 TR
2025-07-14
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
+8.88%
2025-07-14
1.736 TR
2025-07-14
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+14.41%
2025-07-14
1.51 TR
2025-07-14
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
+8.09%
2025-07-14
2.138 TR
2025-07-14
Amplify High Income ETF Exchange-Traded Fund

Returns

Fri 2024-03-15? to Mon 2025-07-14 Overall
Return
Exponential
Trendline
JEPI
×
+10.92%
+8.10%/yr
+7.25%/yr
(R2=0.491)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+19.09%
+14.03%/yr
+10.35%/yr
(R2=0.454)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+10.21%
+7.58%/yr
+5.54%/yr
(R2=0.216)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+19.63%
+14.42%/yr
+12.02%/yr
(R2=0.733)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
BITO
×
+58.79%
+41.55%/yr
+50.80%/yr
(R2=0.613)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+124.27%
+83.49%/yr
+108.61%/yr
(R2=0.766)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−38.02%
−30.19%/yr
−41.14%/yr
(R2=0.779)
Tidal Trust II Exchange-Traded Fund
IWMW
×
+4.42%
+3.30%/yr
+1.69%/yr
(R2=0.021)
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
+28.71%
+20.89%/yr
+11.72%/yr
(R2=0.358)
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+32.39%
+23.47%/yr
+23.22%/yr
(R2=0.969)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
+15.94%
+11.76%/yr
+8.00%/yr
(R2=0.550)
Amplify High Income ETF Exchange-Traded Fund

Growth of $10,000

Fri 2024-03-15? to Mon 2025-07-14 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-15
$11,092.48
2025-07-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-15
$11,908.51
2025-07-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-15
$11,021.25
2025-07-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-15
$11,963.28
2025-07-14
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-15
$15,878.70
2025-07-14
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-15
$22,427.18
2025-07-14
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-15
$6,198.50
2025-07-14
Tidal Trust II Exchange-Traded Fund
IWMW
×
$10,000.00
2024-03-15
$10,441.56
2025-07-14
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
$10,000.00
2024-03-15
$12,871.13
2025-07-14
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
$10,000.00
2024-03-15
$13,238.93
2025-07-14
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
$10,000.00
2024-03-15
$11,594.49
2025-07-14
Amplify High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ SCHD DIVO BITO MSTY NVDY IWMW AMZY GLDI YYY
2025 (YTD) +2.53% +2.60% +0.21% +8.45% +20.83% +42.80% −23.90% −1.65% +8.88% +14.41% +8.09%
2024 +12.59% +24.90% +11.66% +16.22% +105.96% +200.20% +3.27% +6.09% +35.28% +18.70% +11.86%
2023 +9.82% +36.26% +4.54% +6.95% +137.32% +323.04% +18.32% +8.96% +12.98%
2022 −3.49% −12.89% −3.26% −1.46% −63.91% −1.10% −21.78%
2021 +21.53% +29.87% +22.88% −31.09% −3.41% +14.13%
2020 +18.61% +15.03% +12.41% +23.50% −0.86%
2019 +27.29% +24.90% +14.40% +21.88%
2018 −5.56% −3.18% −0.54% −10.21%
2017 +20.85% +21.42% +8.95% +14.63%
2016 +16.45% −0.56% +0.92% +15.70%
2015 −0.30% −6.19% −9.13%
2014 +11.69% −3.32% +1.42%
2013 +32.88% −24.02% +11.36%
2012 +11.39% +17.93%
2011 +5.31%

Drawdowns

Fri 2024-03-15? to Mon 2025-07-14 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.11% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−2.06% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−4.89% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.35% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
BITO
×
0.00% −29.82%
2025-04-08
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
0.00% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−44.73% −57.00%
2025-04-04
Tidal Trust II Exchange-Traded Fund
IWMW
×
−6.77% −21.82%
2025-04-08
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
−0.51% −23.69%
2025-04-21
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
−0.25% −5.78%
2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
−0.34% −13.47%
2025-04-07
Amplify High Income ETF Exchange-Traded Fund