All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Thu 2026-04-16 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+3.18%
2026-04-16 |
29.02 TR
2026-04-16 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+2.56%
2026-04-16 |
1.907 TR
2026-04-16 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+3.44%
2026-04-16 |
1.767 TR
2026-04-16 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+4.39%
2026-04-16 |
14.85 TR
2026-04-16 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-04-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+72.82%
+14.85%/yr |
+20.09%/yr
(R2=0.952) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+36.50%
+8.19%/yr |
+10.38%/yr
(R2=0.950) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+76.67%
+15.49%/yr |
+20.48%/yr
(R2=0.947) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+99.28%
+19.07%/yr |
+26.04%/yr
(R2=0.942) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-04-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2022-05-04 |
$17,282.24
2026-04-16 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,650.12
2026-04-16 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$17,667.09
2026-04-16 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2022-05-04 |
$19,927.56
2026-04-16 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SPY | JEPI | JEPQ | QQQ |
|---|---|---|---|---|
| 2026 (YTD) | +3.18% | +2.56% | +3.44% | +4.39% |
| 2025 | +17.72% | +8.10% | +15.19% | +20.77% |
| 2024 | +24.89% | +12.59% | +24.89% | +25.58% |
| 2023 | +26.18% | +9.83% | +36.28% | +54.86% |
| 2022 | −18.18% | −3.49% | −12.89% | −32.58% |
| 2021 | +28.73% | +21.53% | — | +27.42% |
| 2020 | +18.33% | +18.61% | — | +48.62% |
| 2019 | +31.22% | — | — | +38.96% |
| 2018 | −4.57% | — | — | −0.13% |
| 2017 | +21.71% | — | — | +32.66% |
| 2016 | +12.00% | — | — | +7.10% |
| 2015 | +1.23% | — | — | +9.44% |
| 2014 | +13.46% | — | — | +19.18% |
| 2013 | +32.31% | — | — | +36.63% |
| 2012 | +15.99% | — | — | +18.11% |
| 2011 | +1.89% | — | — | +3.38% |
| 2010 | +15.06% | — | — | +19.91% |
| 2009 | +26.35% | — | — | +54.70% |
| 2008 | −36.79% | — | — | −41.73% |
| 2007 | +5.15% | — | — | +19.03% |
| 2006 | +15.85% | — | — | +7.14% |
| 2005 | +4.83% | — | — | +1.58% |
| 2004 | +10.70% | — | — | +10.52% |
| 2003 | +28.18% | — | — | +49.67% |
| 2002 | −21.58% | — | — | −37.37% |
| 2001 | −11.76% | — | — | −33.34% |
| 2000 | −9.74% | — | — | −36.11% |
| 1999 | +20.39% | — | — | +78.95% |
| 1998 | +28.69% | — | — | — |
| 1997 | +33.48% | — | — | — |
| 1996 | +22.56% | — | — | — |
| 1995 | +38.04% | — | — | — |
| 1994 | +0.40% | — | — | — |
| 1993 | +8.64% | — | — | — |
| Wed 2022-05-04? to Thu 2026-04-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × | −2.53% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | 0.00% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × | 0.00% |
−22.77%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||