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 +8.53% over the past year and +5.48% YTD, with dividends reinvested. Since May 4, 2022, JEPQ is up +60.97% in real purchasing-power return, or +11.23%/yr, and is currently −4.79% below its real total-return high on Oct. 7, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-10-23 Overall
Return
Exponential
Trendline
JEPQ
×
+60.97%
+11.23%/yr
+16.74%/yr
R2=0.946
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Fri 2026-10-23 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$16,096.57
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
JEPQ
×
+5.48% +8.53%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JEPQ
×
−4.79%
on 2026-10-23
from 2026-10-07 peak
−20.43%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ
×
+8.53% +24.67%
+11.66%/yr
+58.76%
+16.66%/yr
— —

Annual Returns

Year JEPQ
2026 (YTD) +5.48%
2025 +12.19%
2024 +21.40%
2023 +31.87%
2022 −15.03%