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

Total Real Returns

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

Wed 2024-01-17? to Wed 2025-05-07 YTD
Return
TR
Price
YMAX
×
−6.44%
2025-05-07
1.181 TR
2025-05-07
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI
×
−0.56%
2025-05-07
1.711 TR
2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Wed 2024-01-17? to Wed 2025-05-07 Overall
Return
Exponential
Trendline
YMAX
×
+18.15%
+13.65%/yr
+11.53%/yr
(R2=0.350)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI
×
+12.02%
+9.10%/yr
+9.41%/yr
(R2=0.612)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Wed 2025-05-07 Start
Value
End
Value
YMAX
×
$10,000.00
2024-01-17
$11,814.66
2025-05-07
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI
×
$10,000.00
2024-01-17
$11,201.60
2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year YMAX JEPI
2025 (YTD) −6.44% −0.56%
2024 +26.28% +12.59%
2023 +9.82%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Wed 2024-01-17? to Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
YMAX
×
−12.51% −25.55%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
JEPI
×
−4.72% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund