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

Total Real Returns

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

JEPQ real return snapshot: after CPI-U inflation, JEPQ returned +17.86% over the past year and +5.82% YTD, with dividends reinvested. Since May 4, 2022, JEPQ is up +61.47% in real purchasing-power return, or +11.92%/yr, and is currently −1.52% below its real total-return high on Jun. 30, 2026.

Data ending Wed Aug. 5, 2026

Growth of $10,000

Wed 2022-05-04💬 to Wed 2026-08-05 Overall
Return 		Exponential
Trendline
JEPQ × 		+61.47%
+11.92%/yr 		+16.85%/yr
R2=0.938
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Wed 2026-08-05 Start
Value 		End
Value
JEPQ × 		$10,000.00
2022-05-04 		$16,147.41
2026-08-05

This Year’s Performance

through 2026-08-05

  YTD YoY
JEPQ × 		+5.82% +17.86%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPQ × 		−1.52%
on 2026-08-05
from 2026-06-30 peak 		−20.43%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-08-05 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ × 		+17.86% +40.60%
+18.58%/yr 		+55.04%
+15.74%/yr 		— —

Annual Returns

Year JEPQ
2026 (YTD) +5.82%
2025 +12.19%
2024 +21.40%
2023 +31.87%
2022 −15.03%