All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

GQI,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2023-12-13? to Thu 2025-02-20 YTD
Return
TRR
Price
GQI
×
+2.57%
2025-02-20
1.165 TRR
2025-02-20
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+3.52%
2025-02-20
1.447 TRR
2025-02-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Wed 2023-12-13? to Thu 2025-02-20 Overall
Return
Exponential
Trendline
GQI
×
+16.52%
+13.70%/yr
+13.18%/yr
(R2=0.865)
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+13.63%
+11.32%/yr
+11.66%/yr
(R2=0.859)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-13? to Thu 2025-02-20 Start
Value
End
Value
GQI
×
$10,000.00
2023-12-13
$11,652.41
2025-02-20
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
$10,000.00
2023-12-13
$11,362.51
2025-02-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year GQI JEPI
2025 (YTD) +2.57% +3.52%
2024 +12.78% +9.43%
2023 +0.73% +6.27%
2022 −9.36%
2021 +13.55%
2020 +16.77%

Drawdowns

Wed 2023-12-13? to Thu 2025-02-20 Current
Drawdown
Worst
Drawdown
GQI
×
−0.48% −7.70%
2024-08-05
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
−0.80% −5.15%
2025-01-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund