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 +16.27% over the past year and +6.62% YTD, with dividends reinvested. Since May 4, 2022, JEPQ is up +62.71% in real purchasing-power return, or +11.96%/yr, and is currently −1.41% below its real total-return high on Aug. 17, 2026.

Data ending Tue Aug. 25, 2026

Growth of $10,000

Wed 2022-05-04💬 to Tue 2026-08-25 Overall
Return 		Exponential
Trendline
JEPQ × 		+62.71%
+11.96%/yr 		+16.83%/yr
R2=0.940
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Tue 2026-08-25 Start
Value 		End
Value
JEPQ × 		$10,000.00
2022-05-04 		$16,270.56
2026-08-25

This Year’s Performance

through 2026-08-25

  YTD YoY
JEPQ × 		+6.62% +16.27%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPQ × 		−1.41%
on 2026-08-25
from 2026-08-17 peak 		−20.43%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Tue 2026-08-25 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ × 		+16.27% +30.75%
+14.35%/yr 		+58.86%
+16.68%/yr 		— —

Annual Returns

Year JEPQ
2026 (YTD) +6.62%
2025 +12.19%
2024 +21.40%
2023 +31.87%
2022 −15.03%