JEPI,QQQI,SPY,QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30? to Fri 2026-05-15	YTD Return	TRR Price
JEPI ×	−2.54% 2026-05-15	1.434 TRR 2026-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ×	+6.68% 2026-05-15	1.443 TRR 2026-05-15
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+5.60% 2026-05-15	13.07 TRR 2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+12.26% 2026-05-15	8.114 TRR 2026-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Tue 2024-01-30? to Fri 2026-05-15	Overall Return	Exponential Trendline
JEPI ×	+10.29% +4.37%/yr	+5.51%/yr (R2=0.671)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ×	+44.32% +17.38%/yr	+15.71%/yr (R2=0.863)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+43.05% +16.93%/yr	+14.38%/yr (R2=0.838)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+56.01% +21.45%/yr	+17.37%/yr (R2=0.816)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-15	Start Value	End Value
JEPI ×	$10,000.00 2024-01-30	$11,029.00 2026-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ×	$10,000.00 2024-01-30	$14,431.52 2026-05-15
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	$10,000.00 2024-01-30	$14,304.88 2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2024-01-30	$15,600.99 2026-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPI	QQQI	SPY	QQQ
2026 (YTD)	−2.54%	+6.68%	+5.60%	+12.26%
2025	+5.28%	+15.54%	+14.65%	+17.63%
2024	+9.43%	+17.09%	+21.39%	+22.06%
2023	+6.27%	—	+22.09%	+49.84%
2022	−9.35%	—	−23.15%	−36.68%
2021	+13.54%	—	+20.27%	+19.04%
2020	+16.76%	—	+16.74%	+46.63%
2019	—	—	+28.29%	+35.86%
2018	—	—	−6.35%	−2.00%
2017	—	—	+19.19%	+29.92%
2016	—	—	+9.73%	+4.92%
2015	—	—	+0.50%	+8.64%
2014	—	—	+12.61%	+18.29%
2013	—	—	+30.35%	+34.61%
2012	—	—	+14.01%	+16.10%
2011	—	—	−1.04%	+0.40%
2010	—	—	+13.36%	+18.14%
2009	—	—	+23.01%	+50.60%
2008	—	—	−36.85%	−41.78%
2007	—	—	+1.01%	+14.35%
2006	—	—	+13.00%	+4.51%
2005	—	—	+1.35%	−1.79%
2004	—	—	+7.21%	+7.04%
2003	—	—	+25.82%	+46.91%
2002	—	—	−23.41%	−38.82%
2001	—	—	−13.10%	−34.36%
2000	—	—	−12.70%	−38.21%
1999	—	—	+17.24%	+75.08%
1998	—	—	+26.65%	—
1997	—	—	+31.24%	—
1996	—	—	+18.63%	—
1995	—	—	+34.61%	—
1994	—	—	−2.22%	—
1993	—	—	+6.22%	—

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Drawdowns

Tue 2024-01-30? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
JEPI ×	−6.61% from 2026-02-27 peak	−14.46% 2025-04-08 from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ×	−0.92% from 2026-05-14 peak	−20.36% 2025-04-08 from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	−1.21% from 2026-05-14 peak	−19.12% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	−1.52% from 2026-05-14 peak	−23.54% 2025-04-08 from 2024-12-16 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ×	+4.47%	+7.85% +3.85%/yr	+17.83% +5.62%/yr	+14.87% +2.81%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ×	+23.25%	+38.59% +17.74%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+21.91%	+34.47% +15.97%/yr	+69.37% +19.20%/yr	+52.66% +8.83%/yr	+205.33% +11.80%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+32.08%	+48.89% +22.04%/yr	+101.06% +26.21%/yr	+79.85% +12.45%/yr	+419.00% +17.89%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund