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

Total Real Returns

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

Wed 2023-12-13? to Fri 2025-02-14? YTD
Return
TRR
Price
GQI
×
+2.79%
2025-02-14
1.168 TRR
2025-02-14
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+2.64%
2025-02-14
1.434 TRR
2025-02-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+4.43%
2025-02-14
1.973 TRR
2025-02-14
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Wed 2023-12-13? to Fri 2025-02-14? Overall
Return
Exponential
Trendline
GQI
×
+16.78%
+14.12%/yr
+13.14%/yr
(R2=0.861)
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
+12.66%
+10.68%/yr
+11.67%/yr
(R2=0.855)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+19.96%
+16.76%/yr
+16.31%/yr
(R2=0.920)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-13? to Fri 2025-02-14? Start
Value
End
Value
GQI
×
$10,000.00
2023-12-13
$11,677.80
2025-02-14
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
$10,000.00
2023-12-13
$11,266.18
2025-02-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2023-12-13
$11,996.04
2025-02-14
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year GQI JEPI DIVO
2025 (YTD) +2.79% +2.64% +4.43%
2024 +12.78% +9.43% +12.95%
2023 +0.73% +6.25% +3.48%
2022 −9.34% −7.43%
2021 +13.54% +14.79%
2020 +16.78% +10.92%
2019 +22.10%
2018 −4.99%
2017 +18.89%
2016 −0.56%

Drawdowns

Wed 2023-12-13? to Fri 2025-02-14? Current
Drawdown
Worst
Drawdown
GQI
×
−0.18% −7.71%
2024-08-05
Natixis ETF Trust Exchange-Traded Fund
JEPI
×
−1.65% −5.15%
2025-01-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
−0.98% −6.09%
2025-01-10
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund