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

Total Real Returns

JEPI,SCHD,DIVO,QDTE,BITO,MSTY,NVDY,AMZY,GLDI,YYY: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Fri 2025-06-27 YTD
Return
TR
Price
JEPI
×
+2.17%
2025-06-27
1.758 TR
2025-06-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
−1.58%
2025-06-27
4.875 TR
2025-06-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+6.43%
2025-06-27
2.629 TR
2025-06-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+3.82%
2025-06-27
1.205 TR
2025-06-27
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+11.16%
2025-06-27
1.351 TR
2025-06-27
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+28.84%
2025-06-27
3.868 TR
2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−28.44%
2025-06-27
3.127 TR
2025-06-27
Tidal Trust II Exchange-Traded Fund
AMZY
×
+6.31%
2025-06-27
1.702 TR
2025-06-27
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+11.92%
2025-06-27
1.472 TR
2025-06-27
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
+6.35%
2025-06-27
2.089 TR
2025-06-27
Amplify High Income ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-06-27 Overall
Return
Exponential
Trendline
JEPI
×
+9.51%
+7.20%/yr
+7.28%/yr
(R2=0.483)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
+6.21%
+4.72%/yr
+5.77%/yr
(R2=0.223)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+18.55%
+13.92%/yr
+11.84%/yr
(R2=0.722)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+20.52%
+15.36%/yr
+12.30%/yr
(R2=0.374)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+44.50%
+32.56%/yr
+47.27%/yr
(R2=0.565)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+158.89%
+107.17%/yr
+107.53%/yr
(R2=0.755)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−42.54%
−34.57%/yr
−40.99%/yr
(R2=0.771)
Tidal Trust II Exchange-Traded Fund
AMZY
×
+25.53%
+19.02%/yr
+11.14%/yr
(R2=0.334)
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+29.13%
+21.62%/yr
+23.13%/yr
(R2=0.968)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
+13.16%
+9.93%/yr
+7.69%/yr
(R2=0.529)
Amplify High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-06-27 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-07
$10,950.74
2025-06-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$10,621.09
2025-06-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-07
$11,855.40
2025-06-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$12,052.06
2025-06-27
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-07
$14,450.22
2025-06-27
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$25,889.07
2025-06-27
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-07
$5,746.22
2025-06-27
Tidal Trust II Exchange-Traded Fund
AMZY
×
$10,000.00
2024-03-07
$12,552.68
2025-06-27
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
$10,000.00
2024-03-07
$12,912.75
2025-06-27
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
$10,000.00
2024-03-07
$11,315.65
2025-06-27
Amplify High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI SCHD DIVO QDTE BITO MSTY NVDY AMZY GLDI YYY
2025 (YTD) +2.17% −1.58% +6.43% +3.82% +11.16% +28.84% −28.44% +6.31% +11.92% +6.35%
2024 +12.59% +11.64% +16.22% +16.08% +105.98% +200.20% +3.27% +35.28% +18.70% +11.86%
2023 +9.82% +4.54% +6.95% +137.33% +323.04% +18.32% +8.96% +12.98%
2022 −3.49% −3.26% −1.46% −63.91% −1.11% −21.78%
2021 +21.53% +29.87% +22.88% −31.09% −3.42% +14.13%
2020 +18.61% +15.03% +12.41% +23.50% −0.86%
2019 +27.29% +24.89% +14.39% +21.88%
2018 −5.56% −3.18% −0.53% −10.21%
2017 +20.85% +21.42% +8.94% +14.63%
2016 +16.45% −0.56% +0.92% +15.70%
2015 −0.30% −6.20% −9.13%
2014 +11.69% −3.32% +1.42%
2013 +32.88% −24.02% +11.36%
2012 +11.39% +17.93%
2011 +5.31%

Drawdowns

Thu 2024-03-07? to Fri 2025-06-27 Current
Drawdown
Worst
Drawdown
JEPI
×
−2.10% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
−8.11% −16.14%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.05% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
−2.04% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−4.46% −29.82%
2025-04-08
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
−6.63% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−46.61% −57.00%
2025-04-04
Tidal Trust II Exchange-Traded Fund
AMZY
×
−2.50% −23.69%
2025-04-21
YieldMax AMZN Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
−2.73% −5.78%
2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund
YYY
×
−0.94% −13.47%
2025-04-07
Amplify High Income ETF Exchange-Traded Fund