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

Total Real Returns

JEPQ,VOO: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Fri 2024-11-29 YTD
Return
TR
Price
JEPQ
×
+24.34%
2024-11-29
1.476 TR
2024-11-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+27.96%
2024-11-29
7.138 TR
2024-11-29
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
JEPQ
×
+47.61%
+16.33%/yr
+23.10%/yr
(R2=0.907)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+45.94%
+15.82%/yr
+21.28%/yr
(R2=0.902)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2024-11-29 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$14,760.82
2024-11-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$14,594.20
2024-11-29
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPQ VOO
2024 (YTD) +24.34% +27.96%
2023 +36.27% +26.32%
2022 −12.89% −18.17%
2021 +28.79%
2020 +18.32%
2019 +31.36%
2018 −4.50%
2017 +21.77%
2016 +12.17%
2015 +1.33%
2014 +13.56%
2013 +32.39%
2012 +15.99%
2011 +1.90%
2010 +14.78%

Drawdowns

Wed 2022-05-04? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −16.82%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
0.00% −16.70%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund