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

Wed 2024-01-17? to Fri 2025-06-06	YTD Return	TR Price
JEPQ ×	−1.68% 2025-06-06	1.458 TR 2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
YMAX ×	+3.33% 2025-06-06	1.305 TR 2025-06-06
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	−1.98% 2025-06-06	4.856 TR 2025-06-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2024-01-17? to Fri 2025-06-06	Overall Return	Exponential Trendline
JEPQ ×	+21.75% +15.27%/yr	+12.05%/yr (R2=0.546)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
YMAX ×	+30.48% +21.17%/yr	+12.06%/yr (R2=0.411)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	+10.73% +7.63%/yr	+7.95%/yr (R2=0.383)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2024-01-17? to Fri 2025-06-06	Start Value	End Value
JEPQ ×	$10,000.00 2024-01-17	$12,175.17 2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
YMAX ×	$10,000.00 2024-01-17	$13,048.33 2025-06-06
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-17	$11,072.96 2025-06-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	YMAX	SCHD
2025 (YTD)	−1.68%	+3.33%	−1.98%
2024	+24.89%	+26.28%	+11.66%
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

Wed 2024-01-17? to Fri 2025-06-06	Current Drawdown	Worst Drawdown
JEPQ ×	−6.00%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
YMAX ×	−3.37%	−25.55% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	−8.47%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund