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

Total Real Returns

JEPI,QQQI,QQQ: 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
QQQ
×
−2.00%
2025-05-23
6.022 TRR
2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

JEPI,QQQI,QQQ - Total Real Return Chart
Date
--
JEPI
--
JEPI (Trendline)
--
QQQI
--
QQQI (Trendline)
--
QQQ
--
QQQ (Trendline)
--
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
×
+15.69%
+11.76%/yr
+11.18%/yr
(R2=0.494)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+15.79%
+11.83%/yr
+10.63%/yr
(R2=0.358)
Invesco QQQ Trust 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
$11,569.13
2025-05-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$11,578.64
2025-05-23
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI QQQ
2025 (YTD) −2.60% −1.19% −2.00%
2024 +9.45% +17.09% +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%

Drawdowns

JEPI,QQQI,QQQ - Total Real Return Drawdowns Chart
Date
--
JEPI
--
QQQI
--
QQQ
--
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
QQQ
×
−6.77% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund