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