JEPI,MSTY Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Thu 2024-02-22^? to Tue 2025-08-05	YTD Return	TR Price
JEPI ^×	+2.16% 2025-08-05	1.757 TR 2025-08-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MSTY ^×	+24.19% 2025-08-05	3.728 TR 2025-08-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22^? to Tue 2025-08-05	Overall Return	Exponential Trendline
JEPI ^×	+10.82% +7.33%/yr	+7.39%/yr (R²=0.566)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MSTY ^×	+272.81% +147.65%/yr	+111.13%/yr (R²=0.799)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22^? to Tue 2025-08-05	Start Value	End Value
JEPI ^×	$10,000.00 2024-02-22	$11,081.62 2025-08-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MSTY ^×	$10,000.00 2024-02-22	$37,280.84 2025-08-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year	JEPI	MSTY
2025 (YTD)	+2.16%	+24.19%
2024	+12.59%	+200.20%
2023	+9.83%	—
2022	−3.49%	—
2021	+21.53%	—
2020	+18.61%	—

Drawdowns

Thu 2024-02-22^? to Tue 2025-08-05	Current Drawdown	Worst Drawdown
JEPI ^×	−2.11%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
MSTY ^×	−14.78%	−40.82% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund