All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Tue 2025-05-06 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
−6.90%
2025-05-06 |
1.266 TRR
2025-05-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
+7.21%
2025-05-06 |
21.2 TRR
2025-05-06 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
−3.25%
2025-05-06 |
2.744 TRR
2025-05-06 |
||||
| 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 Tue 2025-05-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+26.64%
+8.17%/yr |
+18.26%/yr
(R2=0.878) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
−12.39%
−4.30%/yr |
−4.49%/yr
(R2=0.215) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
+10.35%
+3.33%/yr |
+9.08%/yr
(R2=0.712) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-05-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$12,664.20
2025-05-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2022-05-04 |
$8,761.18
2025-05-06 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$11,034.82
2025-05-06 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPQ | O | VYM |
|---|---|---|---|
| 2025 (YTD) | −6.90% | +7.21% | −3.25% |
| 2024 | +21.40% | −4.85% | +14.30% |
| 2023 | +31.84% | −7.65% | +3.14% |
| 2022 | −15.01% | −12.99% | −6.50% |
| 2021 | — | +19.55% | +17.91% |
| 2020 | — | −15.49% | −0.22% |
| 2019 | — | +22.36% | +21.30% |
| 2018 | — | +10.10% | −7.68% |
| 2017 | — | +4.78% | +14.00% |
| 2016 | — | +13.43% | +14.66% |
| 2015 | — | +12.56% | −0.44% |
| 2014 | — | +33.32% | +12.69% |
| 2013 | — | −3.74% | +28.15% |
| 2012 | — | +18.27% | +10.78% |
| 2011 | — | +1.05% | +7.36% |
| 2010 | — | +41.69% | +12.54% |
| 2009 | — | +17.60% | +14.08% |
| 2008 | — | −11.32% | −31.99% |
| 2007 | — | +2.38% | −2.62% |
| 2006 | — | +32.69% | +2.75% |
| 2005 | — | −12.40% | — |
| 2004 | — | +29.69% | — |
| 2003 | — | +19.32% | — |
| 2002 | — | −96.87% | — |
| 2001 | — | +4,597.05% | — |
| 2000 | — | +28.39% | — |
| 1999 | — | −11.49% | — |
| 1998 | — | +3.92% | — |
| 1997 | — | +12.83% | — |
| 1996 | — | +11.03% | — |
| 1995 | — | +42.61% | — |
| 1994 | — | +9.85% | — |
Date | -- |
|---|---|
JEPQ | -- |
O | -- |
VYM | -- |
| Wed 2022-05-04? to Tue 2025-05-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | −10.13% |
−20.40%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × | −18.62% |
−36.90%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × | −7.73% |
−15.93%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||