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

Total Real Returns

SPY,QQQ,JEPQ,JEPI,NVDY,NVDA: Total Return Chart (with Dividends Reinvested)

Thu 2023-05-11? to Fri 2025-09-12 YTD
Return
TR
Price
SPY
×
+12.84%
2025-09-12
26.97 TR
2025-09-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+15.05%
2025-09-12
13.55 TR
2025-09-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
+8.19%
2025-09-12
1.604 TR
2025-09-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+4.67%
2025-09-12
1.801 TR
2025-09-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
NVDY
×
+20.89%
2025-09-12
3.678 TR
2025-09-12
Tidal Trust II Exchange-Traded Fund
NVDA
×
+32.44%
2025-09-12
4729.26 TR
2025-09-12
NVIDIA Corporation NASDAQ Common Stock

Returns

Thu 2023-05-11? to Fri 2025-09-12 Overall
Return
Exponential
Trendline
SPY
×
+64.37%
+23.65%/yr
+21.26%/yr
(R2=0.895)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
+82.36%
+29.26%/yr
+23.45%/yr
(R2=0.882)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
+56.74%
+21.17%/yr
+18.74%/yr
(R2=0.879)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+25.12%
+10.05%/yr
+10.67%/yr
(R2=0.868)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
NVDY
×
+267.81%
+74.43%/yr
+67.11%/yr
(R2=0.838)
Tidal Trust II Exchange-Traded Fund
NVDA
×
+522.66%
+118.42%/yr
+99.06%/yr
(R2=0.852)
NVIDIA Corporation NASDAQ Common Stock

Growth of $10,000

Thu 2023-05-11? to Fri 2025-09-12 Start
Value
End
Value
SPY
×
$10,000.00
2023-05-11
$16,437.19
2025-09-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
$10,000.00
2023-05-11
$18,236.00
2025-09-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-05-11
$15,674.29
2025-09-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2023-05-11
$12,512.48
2025-09-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2023-05-11
$36,780.67
2025-09-12
Tidal Trust II Exchange-Traded Fund
NVDA
×
$10,000.00
2023-05-11
$62,266.27
2025-09-12
NVIDIA Corporation NASDAQ Common Stock

Annual Returns

Year SPY QQQ JEPQ JEPI NVDY NVDA
2025 (YTD) +12.84% +15.05% +8.19% +4.67% +20.89% +32.44%
2024 +24.89% +25.58% +24.89% +12.59% +114.23% +171.23%
2023 +26.18% +54.86% +36.28% +9.83% +42.01% +239.02%
2022 −18.18% −32.58% −12.89% −3.49% −50.26%
2021 +28.73% +27.42% +21.53% +125.48%
2020 +18.33% +48.62% +18.61% +122.30%
2019 +31.22% +38.96% +76.94%
2018 −4.57% −0.13% −30.81%
2017 +21.71% +32.66% +81.99%
2016 +12.00% +7.10% +226.95%
2015 +1.23% +9.44% +67.10%
2014 +13.46% +19.18% +27.40%
2013 +32.31% +36.63% +33.56%
2012 +15.99% +18.11% −10.99%
2011 +1.90% +3.38% −10.00%
2010 +15.06% +19.91% −17.56%
2009 +26.35% +54.70% +131.46%
2008 −36.79% −41.73% −76.28%
2007 +5.15% +19.03% +37.90%
2006 +15.85% +7.14% +102.47%
2005 +4.83% +1.58% +55.17%
2004 +10.70% +10.52% +1.52%
2003 +28.18% +49.67% +101.71%
2002 −21.58% −37.37% −82.80%
2001 −11.76% −33.34% +308.23%
2000 −9.74% −36.11% +39.58%
1999 +20.39% +78.95% +138.56%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Thu 2023-05-11? to Fri 2025-09-12 Current
Drawdown
Worst
Drawdown
SPY
×
−0.03% −18.76%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.61% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
NVDY
×
−1.42% −34.09%
2025-04-04
Tidal Trust II Exchange-Traded Fund
NVDA
×
−2.91% −36.88%
2025-04-04
NVIDIA Corporation NASDAQ Common Stock