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

Total Real Returns

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

Tue 2024-01-30? 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
QQQI
×
−1.19%
2025-05-23
1.157 TRR
2025-05-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
JEPI
×
+4.70%
+3.56%/yr
+5.94%/yr
(R2=0.370)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+15.66%
+11.74%/yr
+11.18%/yr
(R2=0.494)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2025-05-23 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$10,469.55
2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$11,566.43
2025-05-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI
2025 (YTD) −2.60% −1.19%
2024 +9.45% +17.06%
2023 +6.26%
2022 −9.36%
2021 +13.54%
2020 +16.74%

Drawdowns

Tue 2024-01-30? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.66% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−5.11% −20.37%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund