All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-19? to Tue 2025-04-29 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−2.14%
2025-04-29 |
1.683 TR
2025-04-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
−0.34%
2025-04-29 |
1.144 TR
2025-04-29 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
−5.07%
2025-04-29 |
1.273 TR
2025-04-29 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−6.48%
2025-04-29 |
1.386 TR
2025-04-29 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-19? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+16.48%
+10.50%/yr |
+12.37%/yr
(R2=0.770) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
+14.36%
+9.18%/yr |
+11.29%/yr
(R2=0.729) |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
+27.08%
+16.98%/yr |
+19.02%/yr
(R2=0.752) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+27.61%
+17.30%/yr |
+18.71%/yr
(R2=0.733) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-19? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-10-19 |
$11,647.61
2025-04-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × |
$10,000.00
2023-10-19 |
$11,435.95
2025-04-29 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-19 |
$12,707.96
2025-04-29 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-19 |
$12,761.28
2025-04-29 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | PAPI | BALI | JEPQ |
|---|---|---|---|---|
| 2025 (YTD) | −2.14% | −0.34% | −5.07% | −6.48% |
| 2024 | +12.59% | +8.90% | +22.41% | +24.89% |
| 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 Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −6.24% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| PAPI × | −6.85% |
−14.27%
2025-04-08 |
||||
| Morgan Stanley ETF Trust Exchange-Traded Fund | ||||||
| BALI × | −8.54% |
−16.65%
2025-04-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −10.59% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||