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

Total Real Returns

XDTE,MSTY,JEPQ: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Fri 2025-06-06 YTD
Return
TR
Price
XDTE
×
−1.68%
2025-06-06
1.144 TR
2025-06-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+23.90%
2025-06-06
3.72 TR
2025-06-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−1.68%
2025-06-06
1.458 TR
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
XDTE
×
+14.42%
+11.40%/yr
+11.29%/yr
(R2=0.358)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+148.98%
+107.64%/yr
+109.39%/yr
(R2=0.735)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+13.01%
+10.29%/yr
+10.39%/yr
(R2=0.414)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-06-06 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,442.36
2025-06-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$24,897.52
2025-06-06
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$11,301.11
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year XDTE MSTY JEPQ
2025 (YTD) −1.68% +23.90% −1.68%
2024 +16.38% +200.20% +24.89%
2023 +36.27%
2022 −12.89%

Drawdowns

Thu 2024-03-07? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
XDTE
×
−5.76% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
−10.20% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−6.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund