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

Total Real Returns

JEPI,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Thu 2025-04-03 YTD
Return
TRR
Price
JEPI
×
−3.58%
2025-04-03
1.348 TRR
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.98%
2025-04-03
1.597 TRR
2025-04-03
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
JEPI
×
+34.76%
+6.32%/yr
+4.44%/yr
(R2=0.577)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+14.13%
+2.75%/yr
+0.89%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-03 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,475.71
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$11,413.43
2025-04-03
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QYLD
2025 (YTD) −3.58% −9.98%
2024 +9.44% +16.04%
2023 +6.26% +18.83%
2022 −9.35% −24.01%
2021 +13.55% +3.13%
2020 +16.77% +7.30%
2019 +19.92%
2018 −4.87%
2017 +16.30%
2016 +2.64%
2015 +6.37%
2014 +3.49%
2013 +2.08%

Drawdowns

Thu 2020-05-21? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
JEPI
×
−7.61% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−13.03% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund