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 +15.75% over the past year and +10.77% YTD, with dividends reinvested. Since May 4, 2022, JEPQ is up +69.03% in real purchasing-power return, or +12.63%/yr, and is currently at its real total-return high.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
JEPQ
×
+69.03%
+12.63%/yr
+16.78%/yr
R2=0.944
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Fri 2026-10-02 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$16,903.07
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
JEPQ
×
+10.77% +15.75%

Drawdowns

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

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ
×
+15.75% +33.02%
+15.34%/yr
+65.51%
+18.29%/yr
— —

Annual Returns

Year JEPQ
2026 (YTD) +10.77%
2025 +12.19%
2024 +21.40%
2023 +31.87%
2022 −15.03%