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

Total Real Returns

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

Wed 2022-05-04? to Mon 2026-05-18 YTD
Return
1 Year
Return
JEPI
×
−2.15%
2026-05-18
+4.37%
2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+3.53%
2026-05-18
+22.04%
2026-05-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+5.48%
2026-05-18
+21.06%
2026-05-18
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
JEPI
×
+16.35%
+3.82%/yr
+7.12%/yr
(R2=0.898)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+57.98%
+11.99%/yr
+16.99%/yr
(R2=0.931)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+58.27%
+12.04%/yr
+16.76%/yr
(R2=0.936)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2026-05-18 Start
Value
End
Value
JEPI
×
$10,000.00
2022-05-04
$11,635.35
2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,797.57
2026-05-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$15,826.51
2026-05-18
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ VOO
2026 (YTD) −2.15% +3.53% +5.48%
2025 +5.28% +12.19% +14.75%
2024 +9.43% +21.40% +21.47%
2023 +6.27% +31.87% +22.23%
2022 −9.35% −15.03% −23.14%
2021 +13.54% +20.33%
2020 +16.76% +16.73%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.43%
2012 +14.02%
2011 −1.04%
2010 +14.35%

Drawdowns

Wed 2022-05-04? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.24%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−0.54%
from 2026-05-14 peak
−20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
−1.32%
from 2026-05-14 peak
−19.06%
2025-04-08
from 2025-02-19 peak
Vanguard S&P 500 ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.37% +8.03%
+3.93%/yr
+18.05%
+5.69%/yr
+16.40%
+3.08%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+22.04% +29.13%
+13.62%/yr
+59.07%
+16.73%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+21.06% +34.57%
+15.99%/yr
+67.10%
+18.66%/yr
+54.81%
+9.14%/yr
+206.97%
+11.87%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund