All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2018-08-31? to Mon 2025-05-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
−4.33%
2025-05-05 |
6.691 TR
2025-05-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPIX × |
−0.93%
2025-05-05 |
1.661 TR
2025-05-05 |
||||
| JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
| QYLD × |
−6.48%
2025-05-05 |
2.244 TR
2025-05-05 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Fri 2018-08-31? to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+117.53%
+12.34%/yr |
+13.92%/yr
(R2=0.886) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPIX × |
+66.05%
+7.89%/yr |
+9.25%/yr
(R2=0.910) |
||||
| JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
| QYLD × |
+43.47%
+5.55%/yr |
+6.50%/yr
(R2=0.734) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Fri 2018-08-31? to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2018-08-31 |
$21,752.54
2025-05-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPIX × |
$10,000.00
2018-08-31 |
$16,605.28
2025-05-05 |
||||
| JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
| QYLD × |
$10,000.00
2018-08-31 |
$14,347.06
2025-05-05 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SPLG | JEPIX | QYLD |
|---|---|---|---|
| 2025 (YTD) | −4.33% | −0.93% | −6.48% |
| 2024 | +25.00% | +13.17% | +19.36% |
| 2023 | +26.25% | +8.98% | +22.78% |
| 2022 | −18.10% | −3.81% | −19.07% |
| 2021 | +28.78% | +21.32% | +10.41% |
| 2020 | +18.49% | +6.02% | +8.72% |
| 2019 | +31.99% | +9.12% | +22.70% |
| 2018 | −4.78% | +0.67% | −3.07% |
| 2017 | +21.30% | — | +18.79% |
| 2016 | +11.82% | — | +4.77% |
| 2015 | +1.15% | — | +7.17% |
| 2014 | +13.69% | — | +4.25% |
| 2013 | +33.17% | — | +2.00% |
| 2012 | +15.16% | — | — |
| 2011 | +1.71% | — | — |
| 2010 | +15.89% | — | — |
| 2009 | +27.23% | — | — |
| 2008 | −36.90% | — | — |
| 2007 | +5.74% | — | — |
| 2006 | +14.54% | — | — |
| 2005 | +2.07% | — | — |
| Fri 2018-08-31? to Mon 2025-05-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −7.76% |
−33.87%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPIX × | −4.74% |
−32.63%
2020-03-23 |
||||
| JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
| QYLD × | −10.58% |
−24.75%
2020-03-16 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||