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

Total Real Returns

JEPQ,MSTY,GLDI: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-22? to Mon 2025-05-05 YTD
Return
TR
Price
JEPQ
×
−5.10%
2025-05-05
1.407 TR
2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+25.42%
2025-05-05
3.765 TR
2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+11.16%
2025-05-05
1.462 TR
2025-05-05
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
JEPQ
×
+10.95%
+9.06%/yr
+11.97%/yr
(R2=0.458)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+276.50%
+202.09%/yr
+117.62%/yr
(R2=0.714)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
+32.47%
+26.42%/yr
+23.01%/yr
(R2=0.960)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-05-05 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-02-22
$11,095.47
2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$37,650.26
2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
$10,000.00
2024-02-22
$13,246.64
2025-05-05
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ MSTY GLDI
2025 (YTD) −5.10% +25.42% +11.16%
2024 +24.89% +200.20% +18.70%
2023 +36.27% +8.96%
2022 −12.89% −1.11%
2021 −3.42%
2020 +23.50%
2019 +14.39%
2018 −0.53%
2017 +8.94%
2016 +0.92%
2015 −6.20%
2014 −3.32%
2013 −24.02%

Drawdowns

Thu 2024-02-22? to Mon 2025-05-05 Current
Drawdown
Worst
Drawdown
JEPQ
×
−9.28% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
−9.11% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
GLDI
×
−0.25% −5.78%
2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund