XDTE,YMAX,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Thu 2025-07-03	YTD Return	TR Price
XDTE ×	+2.31% 2025-07-03	1.191 TR 2025-07-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
YMAX ×	+8.45% 2025-07-03	1.369 TR 2025-07-03
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI ×	+3.44% 2025-07-03	1.779 TR 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Thu 2025-07-03	Overall Return	Exponential Trendline
XDTE ×	+19.07% +14.11%/yr	+10.86%/yr (R2=0.378)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
YMAX ×	+22.67% +16.71%/yr	+11.49%/yr (R2=0.359)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI ×	+10.87% +8.11%/yr	+7.29%/yr (R2=0.493)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Thu 2025-07-03	Start Value	End Value
XDTE ×	$10,000.00 2024-03-07	$11,906.90 2025-07-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
YMAX ×	$10,000.00 2024-03-07	$12,266.82 2025-07-03
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI ×	$10,000.00 2024-03-07	$11,086.72 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	XDTE	YMAX	JEPI
2025 (YTD)	+2.31%	+8.45%	+3.44%
2024	+16.38%	+26.26%	+12.59%
2023	—	—	+9.82%
2022	—	—	−3.49%
2021	—	—	+21.53%
2020	—	—	+18.61%

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Drawdowns

Thu 2024-03-07? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
XDTE ×	−1.93%	−19.09% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
YMAX ×	−1.08%	−25.56% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI ×	−0.89%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund