All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2022-08-30? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−4.10%
2025-04-25 |
1.34 TRR
2025-04-25 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
−5.27%
2025-04-25 |
1.219 TRR
2025-04-25 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
−8.79%
2025-04-25 |
5.605 TRR
2025-04-25 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+14.69%
+5.30%/yr |
+8.86%/yr
(R2=0.861) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+21.90%
+7.75%/yr |
+12.94%/yr
(R2=0.905) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
+47.86%
+15.89%/yr |
+27.38%/yr
(R2=0.903) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2022-08-30 |
$11,468.50
2025-04-25 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2022-08-30 |
$12,190.18
2025-04-25 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2022-08-30 |
$14,786.45
2025-04-25 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | SPYI | QQQ |
|---|---|---|---|
| 2025 (YTD) | −4.10% | −5.27% | −8.79% |
| 2024 | +9.43% | +15.70% | +22.06% |
| 2023 | +6.27% | +14.28% | +49.84% |
| 2022 | −9.36% | −2.68% | −36.68% |
| 2021 | +13.55% | — | +19.04% |
| 2020 | +16.74% | — | +46.62% |
| 2019 | — | — | +35.86% |
| 2018 | — | — | −2.00% |
| 2017 | — | — | +29.92% |
| 2016 | — | — | +4.92% |
| 2015 | — | — | +8.64% |
| 2014 | — | — | +18.29% |
| 2013 | — | — | +34.61% |
| 2012 | — | — | +16.10% |
| 2011 | — | — | +0.40% |
| 2010 | — | — | +18.14% |
| 2009 | — | — | +50.58% |
| 2008 | — | — | −41.78% |
| 2007 | — | — | +14.34% |
| 2006 | — | — | +4.53% |
| 2005 | — | — | −1.79% |
| 2004 | — | — | +7.02% |
| 2003 | — | — | +46.90% |
| 2002 | — | — | −38.82% |
| 2001 | — | — | −34.36% |
| 2000 | — | — | −38.21% |
| 1999 | — | — | +75.08% |
| Tue 2022-08-30? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −8.11% |
−14.42%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × | −8.23% |
−16.82%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × | −13.23% |
−23.52%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||