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

Total Real Returns

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

Fri 2024-03-15? to Fri 2025-06-20 YTD
Return
TR
Price
JEPI
×
+0.53%
2025-06-20
1.729 TR
2025-06-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QDTE
×
−0.48%
2025-06-20
1.155 TR
2025-06-20
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+24.20%
2025-06-20
3.729 TR
2025-06-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMW
×
−4.74%
2025-06-20
1.011 TR
2025-06-20
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
+1.98%
2025-06-20
1.632 TR
2025-06-20
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2024-03-15? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
JEPI
×
+8.05%
+6.31%/yr
+7.31%/yr
(R2=0.461)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QDTE
×
+18.96%
+14.71%/yr
+11.94%/yr
(R2=0.339)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+93.43%
+68.47%/yr
+109.94%/yr
(R2=0.744)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMW
×
+1.07%
+0.84%/yr
+1.60%/yr
(R2=0.016)
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
+21.00%
+16.26%/yr
+10.49%/yr
(R2=0.291)
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2024-03-15? to Fri 2025-06-20 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-15
$10,805.12
2025-06-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-15
$11,896.31
2025-06-20
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-15
$19,343.05
2025-06-20
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMW
×
$10,000.00
2024-03-15
$10,106.63
2025-06-20
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
$10,000.00
2024-03-15
$12,099.78
2025-06-20
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPI QDTE MSTY IWMW AMZY
2025 (YTD) +0.53% −0.48% +24.20% −4.74% +1.98%
2024 +12.59% +16.08% +200.20% +6.09% +35.28%
2023 +9.82% +18.32%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Fri 2024-03-15? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.67% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QDTE
×
−6.10% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
−9.98% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMW
×
−9.76% −21.82%
2025-04-08
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund
AMZY
×
−6.47% −23.69%
2025-04-21
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund