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

Thu 2020-05-21? to Fri 2025-05-23	YTD Return	TRR Price
JEPI ×	−2.60% 2025-05-23	1.361 TRR 2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	−2.00% 2025-05-23	6.022 TRR 2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2025-05-23	Overall Return	Exponential Trendline
JEPI ×	+36.11% +6.35%/yr	+4.34%/yr (R2=0.584)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	+83.24% +12.86%/yr	+7.35%/yr (R2=0.350)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2025-05-23	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$13,611.18 2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	$10,000.00 2020-05-21	$18,323.92 2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPI	QQQ
2025 (YTD)	−2.60%	−2.00%
2024	+9.45%	+22.06%
2023	+6.26%	+49.84%
2022	−9.36%	−36.68%
2021	+13.54%	+19.04%
2020	+16.74%	+46.63%
2019	—	+35.86%
2018	—	−2.00%
2017	—	+29.92%
2016	—	+4.92%
2015	—	+8.65%
2014	—	+18.28%
2013	—	+34.62%
2012	—	+16.10%
2011	—	+0.40%
2010	—	+18.15%
2009	—	+50.60%
2008	—	−41.78%
2007	—	+14.35%
2006	—	+4.51%
2005	—	−1.78%
2004	—	+7.04%
2003	—	+46.91%
2002	—	−38.82%
2001	—	−34.37%
2000	—	−38.21%
1999	—	+75.07%

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Drawdowns

Thu 2020-05-21? to Fri 2025-05-23	Current Drawdown	Worst Drawdown
JEPI ×	−6.66%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	−6.77%	−39.59% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund