BALI,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-09-28? to Wed 2025-05-14	YTD Return	TRR Price
BALI ×	−2.99% 2025-05-14	1.268 TRR 2025-05-14
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ×	−5.00% 2025-05-14	1.282 TRR 2025-05-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Thu 2023-09-28? to Wed 2025-05-14	Overall Return	Exponential Trendline
BALI ×	+26.84% +15.74%/yr	+15.84%/yr (R2=0.690)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ×	+26.50% +15.55%/yr	+15.20%/yr (R2=0.671)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2023-09-28? to Wed 2025-05-14	Start Value	End Value
BALI ×	$10,000.00 2023-09-28	$12,683.68 2025-05-14
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2023-09-28	$12,649.61 2025-05-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	BALI	JEPQ
2025 (YTD)	−2.99%	−5.00%
2024	+18.98%	+21.41%
2023	+9.90%	+30.83%
2022	—	−15.04%

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Drawdowns

Thu 2023-09-28? to Wed 2025-05-14	Current Drawdown	Worst Drawdown
BALI ×	−6.55%	−17.83% 2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ ×	−8.31%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund