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