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

Total Real Returns

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

Wed 2022-05-04? to Wed 2026-05-20 YTD
Return
1 Year
Return
JEPI
×
−2.08%
2026-05-20
+4.36%
2026-05-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+3.97%
2026-05-20
+22.67%
2026-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
XYLD
×
+0.77%
2026-05-20
+12.98%
2026-05-20
Global X S&P 500 Covered Call ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2026-05-20 Overall
Return
Exponential
Trendline
JEPI
×
+16.43%
+3.83%/yr
+7.11%/yr
(R2=0.898)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+58.66%
+12.09%/yr
+16.99%/yr
(R2=0.931)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
XYLD
×
+13.84%
+3.26%/yr
+7.29%/yr
(R2=0.861)
Global X S&P 500 Covered Call ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2026-05-20 Start
Value
End
Value
JEPI
×
$10,000.00
2022-05-04
$11,643.32
2026-05-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,865.75
2026-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
XYLD
×
$10,000.00
2022-05-04
$11,383.93
2026-05-20
Global X S&P 500 Covered Call ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ XYLD
2026 (YTD) −2.08% +3.97% +0.77%
2025 +5.28% +12.19% +5.23%
2024 +9.43% +21.40% +16.14%
2023 +6.27% +31.87% +7.51%
2022 −9.35% −15.03% −17.39%
2021 +13.54% +11.72%
2020 +16.76% −1.89%
2019 +18.69%
2018 −7.85%
2017 +14.08%
2016 +5.43%
2015 −0.14%
2014 +6.79%
2013 +14.14%

Drawdowns

Wed 2022-05-04? to Wed 2026-05-20 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.18%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−0.11%
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
XYLD
×
−0.84%
from 2026-02-25 peak
−19.23%
2022-09-30
Global X S&P 500 Covered Call ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-20 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.36% +8.25%
+4.05%/yr
+18.06%
+5.68%/yr
+16.05%
+3.02%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+22.67% +29.44%
+13.78%/yr
+60.11%
+16.97%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
XYLD
×
+12.98% +19.34%
+9.25%/yr
+25.69%
+7.91%/yr
+17.05%
+3.20%/yr
+60.65%
+4.86%/yr
Global X S&P 500 Covered Call ETF Exchange-Traded Fund