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

Thu 2020-05-21? to Fri 2025-04-25	YTD Return	TRR Price
JEPI ×	−4.10% 2025-04-25	1.34 TRR 2025-04-25
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	−8.79% 2025-04-25	5.605 TRR 2025-04-25
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2025-04-25	Overall Return	Exponential Trendline
JEPI ×	+34.00% +6.12%/yr	+4.36%/yr (R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	+70.54% +11.44%/yr	+7.19%/yr (R2=0.331)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2025-04-25	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$13,399.95 2025-04-25
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	$10,000.00 2020-05-21	$17,054.39 2025-04-25
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPI	QQQ
2025 (YTD)	−4.10%	−8.79%
2024	+9.43%	+22.06%
2023	+6.27%	+49.84%
2022	−9.36%	−36.68%
2021	+13.55%	+19.04%
2020	+16.74%	+46.62%
2019	—	+35.86%
2018	—	−2.00%
2017	—	+29.92%
2016	—	+4.92%
2015	—	+8.64%
2014	—	+18.29%
2013	—	+34.61%
2012	—	+16.10%
2011	—	+0.40%
2010	—	+18.14%
2009	—	+50.58%
2008	—	−41.78%
2007	—	+14.34%
2006	—	+4.53%
2005	—	−1.79%
2004	—	+7.02%
2003	—	+46.90%
2002	—	−38.82%
2001	—	−34.36%
2000	—	−38.21%
1999	—	+75.08%

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Drawdowns

Thu 2020-05-21? to Fri 2025-04-25	Current Drawdown	Worst Drawdown
JEPI ×	−8.11%	−18.28% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQ ×	−13.23%	−39.59% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund