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 Wed 2025-05-07 YTD
Return
TRR
Price
JEPI
×
−2.09%
2025-05-07
1.368 TRR
2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−4.73%
2025-05-07
1.116 TRR
2025-05-07
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−6.79%
2025-05-07
5.728 TRR
2025-05-07
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 Wed 2025-05-07 Overall
Return
Exponential
Trendline
JEPI
×
+5.24%
+4.11%/yr
+6.56%/yr
(R2=0.404)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+11.56%
+9.01%/yr
+11.34%/yr
(R2=0.475)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+10.13%
+7.91%/yr
+10.79%/yr
(R2=0.342)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Wed 2025-05-07 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$10,523.53
2025-05-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$11,155.98
2025-05-07
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$11,012.62
2025-05-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI QQQ
2025 (YTD) −2.09% −4.73% −6.79%
2024 +9.43% +17.10% +22.06%
2023 +6.26% +49.84%
2022 −9.34% −36.67%
2021 +13.53% +19.04%
2020 +16.76% +46.62%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.93%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.10%
2011 +0.40%
2010 +18.14%
2009 +50.60%
2008 −41.77%
2007 +14.35%
2006 +4.50%
2005 −1.79%
2004 +7.04%
2003 +46.93%
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 Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.18% −14.42%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−8.48% −20.33%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−11.33% −23.52%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund