All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-19? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+3.44%
2025-07-03 |
1.779 TR
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
+2.42%
2025-07-03 |
1.175 TR
2025-07-03 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
+4.90%
2025-07-03 |
1.406 TR
2025-07-03 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+1.97%
2025-07-03 |
1.512 TR
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-19? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+23.12%
+12.97%/yr |
+10.64%/yr
(R2=0.742) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
+17.52%
+9.93%/yr |
+9.08%/yr
(R2=0.648) |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
+40.42%
+22.02%/yr |
+16.71%/yr
(R2=0.743) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+39.15%
+21.37%/yr |
+16.31%/yr
(R2=0.721) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-19? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-10-19 |
$12,312.19
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
$10,000.00
2023-10-19 |
$11,752.04
2025-07-03 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-19 |
$14,042.38
2025-07-03 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-19 |
$13,914.83
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | PAPI | BALI | JEPQ |
|---|---|---|---|---|
| 2025 (YTD) | +3.44% | +2.42% | +4.90% | +1.97% |
| 2024 | +12.59% | +8.91% | +22.41% | +24.90% |
| 2023 | +9.82% | +5.36% | +9.52% | +36.26% |
| 2022 | −3.49% | — | — | −12.89% |
| 2021 | +21.53% | — | — | — |
| 2020 | +18.61% | — | — | — |
| Thu 2023-10-19? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −0.89% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × | −4.28% |
−14.27%
2025-04-08 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × | 0.00% |
−16.65%
2025-04-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −2.51% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||