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