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

Thu 2024-03-07? 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
SCHD ×	−4.71% 2025-05-05	4.72 TR 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	−9.09% 2025-05-05	1.055 TR 2025-05-05
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	+25.42% 2025-05-05	3.765 TR 2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Mon 2025-05-05	Overall Return	Exponential Trendline
JEPQ ×	+9.07% +7.77%/yr	+11.66%/yr (R2=0.422)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+2.84% +2.45%/yr	+8.91%/yr (R2=0.365)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	+5.53% +4.74%/yr	+13.95%/yr (R2=0.357)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	+152.02% +121.72%/yr	+108.69%/yr (R2=0.688)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Mon 2025-05-05	Start Value	End Value
JEPQ ×	$10,000.00 2024-03-07	$10,907.16 2025-05-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-03-07	$10,284.50 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	$10,000.00 2024-03-07	$10,552.72 2025-05-05
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	$10,000.00 2024-03-07	$25,201.66 2025-05-05
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHD	QDTE	MSTY
2025 (YTD)	−5.10%	−4.71%	−9.09%	+25.42%
2024	+24.89%	+11.66%	+16.08%	+200.20%
2023	+36.27%	+4.54%	—	—
2022	−12.89%	−3.26%	—	—
2021	—	+29.87%	—	—
2020	—	+15.03%	—	—
2019	—	+27.29%	—	—
2018	—	−5.56%	—	—
2017	—	+20.85%	—	—
2016	—	+16.45%	—	—
2015	—	−0.30%	—	—
2014	—	+11.69%	—	—
2013	—	+32.88%	—	—
2012	—	+11.39%	—	—
2011	—	+5.31%	—	—

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Drawdowns

Thu 2024-03-07? 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
SCHD ×	−11.02%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	−14.23%	−22.86% 2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY ×	−9.11%	−40.82% 2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund