JEPIX,QYLD: Total Return Chart (with Dividends Reinvested)

Fri 2018-08-31? to Mon 2025-05-05	YTD Return	TR Price
JEPIX ×	−0.93% 2025-05-05	1.661 TR 2025-05-05
JPMorgan Equity Premium Income Fund Class I Mutual Fund
QYLD ×	−6.48% 2025-05-05	2.244 TR 2025-05-05
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Returns

Fri 2018-08-31? to Mon 2025-05-05	Overall Return	Exponential Trendline
JEPIX ×	+66.05% +7.89%/yr	+9.25%/yr (R2=0.910)
JPMorgan Equity Premium Income Fund Class I Mutual Fund
QYLD ×	+43.47% +5.55%/yr	+6.50%/yr (R2=0.734)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Fri 2018-08-31? to Mon 2025-05-05	Start Value	End Value
JEPIX ×	$10,000.00 2018-08-31	$16,605.28 2025-05-05
JPMorgan Equity Premium Income Fund Class I Mutual Fund
QYLD ×	$10,000.00 2018-08-31	$14,347.06 2025-05-05
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPIX	QYLD
2025 (YTD)	−0.93%	−6.48%
2024	+13.17%	+19.36%
2023	+8.98%	+22.78%
2022	−3.81%	−19.07%
2021	+21.32%	+10.41%
2020	+6.02%	+8.72%
2019	+9.12%	+22.70%
2018	+0.67%	−3.07%
2017	—	+18.79%
2016	—	+4.77%
2015	—	+7.17%
2014	—	+4.25%
2013	—	+2.00%

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Drawdowns

Fri 2018-08-31? to Mon 2025-05-05	Current Drawdown	Worst Drawdown
JEPIX ×	−4.74%	−32.63% 2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund
QYLD ×	−10.58%	−24.75% 2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund