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

Total Real Returns

PAPI,BALI,JEPQ,GPIQ: Total Return Chart (with Dividends Reinvested)

Thu 2023-10-26? to Fri 2025-08-01 YTD
Return
TR
Price
PAPI
×
−0.39%
2025-08-01
1.143 TR
2025-08-01
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI
×
+3.71%
2025-08-01
1.39 TR
2025-08-01
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+1.31%
2025-08-01
1.502 TR
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+6.79%
2025-08-01
1.518 TR
2025-08-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
PAPI
×
+16.21%
+8.88%/yr
+8.36%/yr
(R2=0.634)
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI
×
+42.86%
+22.38%/yr
+16.17%/yr
(R2=0.760)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+43.71%
+22.79%/yr
+15.76%/yr
(R2=0.739)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+51.83%
+26.68%/yr
+18.01%/yr
(R2=0.784)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Fri 2025-08-01 Start
Value
End
Value
PAPI
×
$10,000.00
2023-10-26
$11,621.29
2025-08-01
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI
×
$10,000.00
2023-10-26
$14,285.78
2025-08-01
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$14,370.56
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$15,182.58
2025-08-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year PAPI BALI JEPQ GPIQ
2025 (YTD) −0.39% +3.71% +1.31% +6.79%
2024 +8.90% +22.41% +24.90% +23.22%
2023 +5.36% +9.52% +36.26% +15.38%
2022 −12.89%

Drawdowns

Thu 2023-10-26? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
PAPI
×
−6.90% −14.27%
2025-04-08
Morgan Stanley ETF Trust Exchange-Traded Fund
BALI
×
−2.90% −16.65%
2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
−3.14% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
−2.82% −21.06%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund