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

Total Real Returns

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

Wed 2022-05-04? to Wed 2024-11-27 YTD
Return
TR
Price
JEPQ
×
+23.45%
2024-11-27
1.465 TR
2024-11-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+27.29%
2024-11-27
7.1 TR
2024-11-27
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+17.18%
2024-11-27
1.79 TR
2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2024-11-27 Overall
Return
Exponential
Trendline
JEPQ
×
+46.55%
+16.05%/yr
+23.09%/yr
(R2=0.906)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+45.18%
+15.62%/yr
+21.25%/yr
(R2=0.901)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+28.14%
+10.14%/yr
+11.60%/yr
(R2=0.917)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2024-11-27 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$14,654.82
2024-11-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$14,517.73
2024-11-27
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$12,813.61
2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPQ VOO JEPI
2024 (YTD) +23.45% +27.29% +17.18%
2023 +36.27% +26.32% +9.82%
2022 −12.89% −18.17% −3.49%
2021 +28.79% +21.53%
2020 +18.32% +18.61%
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 Wed 2024-11-27 Current
Drawdown
Worst
Drawdown
JEPQ
×
−0.51% −16.82%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
−0.32% −16.70%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
0.00% −10.51%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund