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 | ||||||
QQQ × |
−2.00%
2025-05-23 |
6.022 TRR
2025-05-23 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||