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

Total Real Returns

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

Thu 2024-02-22? to Mon 2025-04-28 YTD
Return
TRR
Price
JEPQ
×
−7.88%
2025-04-28
1.248 TRR
2025-04-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+18.80%
2025-04-28
3.501 TRR
2025-04-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-02-22? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
JEPQ
×
+5.32%
+4.49%/yr
+10.11%/yr
(R2=0.362)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
+250.13%
+189.20%/yr
+112.56%/yr
(R2=0.689)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Mon 2025-04-28 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-02-22
$10,531.63
2025-04-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
$10,000.00
2024-02-22
$35,012.56
2025-04-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPQ MSTY
2025 (YTD) −7.88% +18.80%
2024 +21.40% +194.73%
2023 +31.83%
2022 −15.01%

Drawdowns

Thu 2024-02-22? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
JEPQ
×
−11.45% −20.41%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MSTY
×
−13.91% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund