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

Tue 2022-08-30? to Wed 2025-09-03	YTD Return	TR Price
SPY ×	+10.50% 2025-09-03	26.41 TR 2025-09-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI ×	+9.67% 2025-09-03	1.504 TR 2025-09-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+5.72% 2025-09-03	1.568 TR 2025-09-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ ×	+11.80% 2025-09-03	13.17 TR 2025-09-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Wed 2025-09-03	Overall Return	Exponential Trendline
SPY ×	+68.67% +18.96%/yr	+21.97%/yr (R2=0.943)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI ×	+50.40% +14.51%/yr	+15.87%/yr (R2=0.948)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+68.26% +18.86%/yr	+22.70%/yr (R2=0.930)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ ×	+93.13% +24.43%/yr	+29.16%/yr (R2=0.926)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Wed 2025-09-03	Start Value	End Value
SPY ×	$10,000.00 2022-08-30	$16,867.40 2025-09-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$15,040.19 2025-09-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$16,825.79 2025-09-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ ×	$10,000.00 2022-08-30	$19,313.02 2025-09-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SPY	SPYI	JEPQ	QQQ
2025 (YTD)	+10.50%	+9.67%	+5.72%	+11.80%
2024	+24.89%	+19.03%	+24.89%	+25.58%
2023	+26.18%	+18.10%	+36.28%	+54.86%
2022	−18.18%	−2.44%	−12.89%	−32.58%
2021	+28.73%	—	—	+27.42%
2020	+18.33%	—	—	+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	+1.90%	—	—	+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	+22.50%	—	—	—
1995	+38.06%	—	—	—
1994	+0.40%	—	—	—
1993	+8.71%	—	—	—

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Drawdowns

Tue 2022-08-30? to Wed 2025-09-03	Current Drawdown	Worst Drawdown
SPY ×	−0.80%	−18.76% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI ×	−0.46%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	−0.90%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ ×	−1.77%	−22.77% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund