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

Total Real Returns

QQQ,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Tue 2025-02-25 YTD
Return
TR
Price
QQQ
×
+0.41%
2025-02-25
11.83 TR
2025-02-25
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
+0.81%
2025-02-25
1.495 TR
2025-02-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-02-25 Overall
Return
Exponential
Trendline
QQQ
×
+58.71%
+17.83%/yr
+30.05%/yr
(R2=0.923)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
+49.46%
+15.35%/yr
+23.58%/yr
(R2=0.927)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-02-25 Start
Value
End
Value
QQQ
×
$10,000.00
2022-05-04
$15,870.82
2025-02-25
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,946.02
2025-02-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQ JEPQ
2025 (YTD) +0.41% +0.81%
2024 +25.58% +24.90%
2023 +54.86% +36.27%
2022 −32.58% −12.89%
2021 +27.42%
2020 +48.62%
2019 +38.96%
2018 −0.13%
2017 +32.66%
2016 +7.10%
2015 +9.44%
2014 +19.18%
2013 +36.63%
2012 +18.11%
2011 +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Wed 2022-05-04? to Tue 2025-02-25 Current
Drawdown
Worst
Drawdown
QQQ
×
−4.86% −21.65%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
−3.62% −16.82%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund