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

Total Real Returns

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

Wed 2022-05-04? to Mon 2025-05-19 YTD
Return
TRR
Price
JEPQ
×
−4.84%
2025-05-19
1.294 TRR
2025-05-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
+5.99%
2025-05-19
22.56 TRR
2025-05-19
Realty Income Corporation NYSE Common Stock
VYM
×
+0.95%
2025-05-19
2.863 TRR
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

JEPQ,O,VYM - Total Real Return Chart
Date
--
JEPQ
--
JEPQ (Trendline)
--
O
--
O (Trendline)
--
VYM
--
VYM (Trendline)
--
Wed 2022-05-04? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
JEPQ
×
+29.45%
+8.86%/yr
+18.05%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
−13.39%
−4.62%/yr
−4.37%/yr
(R2=0.210)
Realty Income Corporation NYSE Common Stock
VYM
×
+15.14%
+4.74%/yr
+9.04%/yr
(R2=0.717)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-05-19 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$12,944.80
2025-05-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
$10,000.00
2022-05-04
$8,660.51
2025-05-19
Realty Income Corporation NYSE Common Stock
VYM
×
$10,000.00
2022-05-04
$11,513.84
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPQ O VYM
2025 (YTD) −4.84% +5.99% +0.95%
2024 +21.40% −4.86% +14.30%
2023 +31.87% −7.65% +3.13%
2022 −15.03% −12.99% −6.49%
2021 +19.55% +17.90%
2020 −12.65% −0.21%
2019 +18.57% +21.29%
2018 +13.78% −7.69%
2017 +1.52% +14.02%
2016 +13.44% +14.66%
2015 +12.55% −0.45%
2014 +33.36% +12.70%
2013 −3.75% +28.16%
2012 +18.29% +10.76%
2011 +4.42% +7.37%
2010 +37.26% +12.55%
2009 +17.64% +14.09%
2008 −8.33% −31.99%
2007 −0.80% −2.61%
2006 +32.76% +2.75%
2005 −12.46%
2004 +29.73%
2003 +19.33%
2002 +24.52%
2001 +26.17%
2000 +28.38%
1999 −11.49%
1998 +3.90%
1997 +12.85%
1996 +11.04%
1995 +42.62%
1994 +9.83%

Drawdowns

JEPQ,O,VYM - Total Real Return Drawdowns Chart
Date
--
JEPQ
--
O
--
VYM
--
Wed 2022-05-04? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
JEPQ
×
−8.15% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
−19.55% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
VYM
×
−3.73% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund