All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Mon 2026-05-11 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+6.61%
2026-05-11 |
1.821 TR
2026-05-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+0.25%
2026-05-11 |
1.864 TR
2026-05-11 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SGOV × |
+1.28%
2026-05-11 |
1.188 TR
2026-05-11 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Mon 2026-05-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+82.08%
+16.08%/yr |
+20.46%/yr
(R2=0.949) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+33.41%
+7.44%/yr |
+10.32%/yr
(R2=0.951) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SGOV × |
+18.62%
+4.34%/yr |
+4.80%/yr
(R2=0.996) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Mon 2026-05-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$18,207.82
2026-05-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,341.42
2026-05-11 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2022-05-04 |
$11,862.35
2026-05-11 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | JEPI | SGOV |
|---|---|---|---|
| 2026 (YTD) | +6.61% | +0.25% | +1.28% |
| 2025 | +15.19% | +8.10% | +4.24% |
| 2024 | +24.89% | +12.59% | +5.28% |
| 2023 | +36.28% | +9.83% | +5.12% |
| 2022 | −12.89% | −3.49% | +1.58% |
| 2021 | — | +21.53% | +0.04% |
| 2020 | — | +18.61% | +0.05% |
| Wed 2022-05-04? to Mon 2026-05-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | 0.00% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −4.74% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SGOV × | 0.00% |
−0.03%
2022-08-23 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-11 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPQ × |
+28.84%/yr +29.00% total |
+17.86%/yr +38.94% total |
+21.16%/yr +77.90% total |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+8.99%/yr +9.03% total |
+7.16%/yr +14.85% total |
+9.01%/yr +29.54% total |
+7.51%/yr +43.64% total |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SGOV × |
+3.98%/yr +4.00% total |
+4.41%/yr +9.02% total |
+4.75%/yr +14.95% total |
+3.49%/yr +18.72% total |
— | |
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||