All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2024-01-30? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.55%
2026-04-02 |
1.463 TRR
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
−4.36%
2026-04-02 |
1.294 TRR
2026-04-02 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
−3.49%
2026-04-02 |
1.411 TRR
2026-04-02 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
−5.68%
2026-04-02 |
6.818 TRR
2026-04-02 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+12.54%
+5.59%/yr |
+5.82%/yr
(R2=0.669) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+29.40%
+12.61%/yr |
+15.77%/yr
(R2=0.849) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+24.39%
+10.58%/yr |
+12.45%/yr
(R2=0.842) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
+31.08%
+13.28%/yr |
+17.03%/yr
(R2=0.797) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$11,253.99
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$12,940.27
2026-04-02 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$12,439.33
2026-04-02 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2024-01-30 |
$13,107.91
2026-04-02 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | QQQI | SPYI | QQQ |
|---|---|---|---|---|
| 2026 (YTD) | −0.55% | −4.36% | −3.49% | −5.68% |
| 2025 | +5.29% | +15.55% | +13.63% | +17.63% |
| 2024 | +9.44% | +17.10% | +15.72% | +22.06% |
| 2023 | +6.26% | — | +14.26% | +49.84% |
| 2022 | −9.35% | — | −2.67% | −36.67% |
| 2021 | +13.54% | — | — | +19.04% |
| 2020 | +16.74% | — | — | +46.63% |
| 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 | — | — | — | +0.41% |
| 2010 | — | — | — | +18.14% |
| 2009 | — | — | — | +50.61% |
| 2008 | — | — | — | −41.78% |
| 2007 | — | — | — | +14.35% |
| 2006 | — | — | — | +4.50% |
| 2005 | — | — | — | −1.77% |
| 2004 | — | — | — | +7.03% |
| 2003 | — | — | — | +46.93% |
| 2002 | — | — | — | −38.83% |
| 2001 | — | — | — | −34.36% |
| 2000 | — | — | — | −38.21% |
| 1999 | — | — | — | +75.08% |
| Tue 2024-01-30? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.71% |
−14.45%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × | −6.28% |
−20.36%
2025-04-08 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | −4.88% |
−16.84%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × | −8.62% |
−23.54%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||