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

Total Real Returns

JEPI,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
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
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
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 MSTY
2025 (YTD) −0.69% +25.42%
2024 +12.59% +200.20%
2023 +9.82%
2022 −3.49%
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
MSTY
×
−9.11% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund