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 Thu 2025-04-17 YTD
Return
TR
Price
MAXI
×
−20.56%
2025-04-17
3.23 TR
2025-04-17
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+8.02%
2025-04-17
3.243 TR
2025-04-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−11.18%
2025-04-17
1.317 TR
2025-04-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
MAXI
×
+24.51%
+21.00%/yr
+22.57%/yr
(R2=0.162)
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+224.27%
+178.16%/yr
+118.12%/yr
(R2=0.693)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+3.85%
+3.34%/yr
+13.69%/yr
(R2=0.531)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-04-17 Start
Value
End
Value
MAXI
×
$10,000.00
2024-02-22
$12,451.04
2025-04-17
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$32,426.57
2025-04-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-02-22
$10,384.60
2025-04-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAXI MSTY JEPQ
2025 (YTD) −20.56% +8.02% −11.18%
2024 +92.92% +200.20% +24.89%
2023 +144.12% +36.26%
2022 −13.67% −12.89%

Drawdowns

Thu 2024-02-22? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
MAXI
×
−35.53% −52.48%
2025-04-08
Simplify Bitcoin Strategy PLUS Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
−21.72% −40.82%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−15.09% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund