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

Total Real Returns

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

Fri 2023-08-25? to Fri 2025-09-12 YTD
Return
TRR
Price
JEPQ
×
+5.29%
2025-09-12
1.432 TRR
2025-09-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSFO
×
+15.22%
2025-09-12
1.463 TRR
2025-09-12
Tidal Trust II Exchange-Traded Fund
FBY
×
+12.69%
2025-09-12
1.823 TRR
2025-09-12
YieldMax META Option Income Strategy ETF Exchange-Traded Fund

Returns

Fri 2023-08-25? to Fri 2025-09-12 Overall
Return
Exponential
Trendline
JEPQ
×
+39.85%
+17.77%/yr
+14.56%/yr
(R2=0.758)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSFO
×
+46.30%
+20.39%/yr
+12.13%/yr
(R2=0.504)
Tidal Trust II Exchange-Traded Fund
FBY
×
+103.80%
+41.51%/yr
+33.11%/yr
(R2=0.816)
YieldMax META Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-08-25? to Fri 2025-09-12 Start
Value
End
Value
JEPQ
×
$10,000.00
2023-08-25
$13,984.66
2025-09-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSFO
×
$10,000.00
2023-08-25
$14,630.25
2025-09-12
Tidal Trust II Exchange-Traded Fund
FBY
×
$10,000.00
2023-08-25
$20,380.47
2025-09-12
YieldMax META Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPQ MSFO FBY
2025 (YTD) +5.29% +15.22% +12.69%
2024 +21.41% +7.24% +40.35%
2023 +31.87% +18.40% +15.27%
2022 −15.05%

Drawdowns

Fri 2023-08-25? to Fri 2025-09-12 Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSFO
×
−4.66% −20.61%
2025-04-08
Tidal Trust II Exchange-Traded Fund
FBY
×
−3.31% −32.01%
2025-04-21
YieldMax META Option Income Strategy ETF Exchange-Traded Fund