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

Total Real Returns

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

Thu 2024-02-22? to Fri 2025-06-06 YTD
Return
TR
Price
MAXI
×
+17.40%
2025-06-06
4.773 TR
2025-06-06
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+23.90%
2025-06-06
3.72 TR
2025-06-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−1.68%
2025-06-06
1.458 TR
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
MAXI
×
+84.00%
+60.62%/yr
+33.29%/yr
(R2=0.315)
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+271.96%
+177.55%/yr
+117.07%/yr
(R2=0.755)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+14.96%
+11.44%/yr
+10.73%/yr
(R2=0.450)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Fri 2025-06-06 Start
Value
End
Value
MAXI
×
$10,000.00
2024-02-22
$18,400.08
2025-06-06
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$37,195.61
2025-06-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-02-22
$11,496.21
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAXI MSTY JEPQ
2025 (YTD) +17.40% +23.90% −1.68%
2024 +92.92% +200.20% +24.89%
2023 +144.12% +36.27%
2022 −13.67% −12.89%

Drawdowns

Thu 2024-02-22? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
MAXI
×
−11.63% −52.48%
2025-04-08
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
−10.20% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−6.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund