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 Fri 2025-04-25 YTD
Return
TRR
Price
JEPQ
×
−8.28%
2025-04-25
1.248 TRR
2025-04-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
+6.98%
2025-04-25
22.78 TRR
2025-04-25
Realty Income Corporation NYSE Common Stock
VYM
×
−4.15%
2025-04-25
2.718 TRR
2025-04-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-04-25 Overall
Return
Exponential
Trendline
JEPQ
×
+24.76%
+7.72%/yr
+18.47%/yr
(R2=0.881)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
−12.58%
−4.42%/yr
−4.63%/yr
(R2=0.222)
Realty Income Corporation NYSE Common Stock
VYM
×
+9.32%
+3.04%/yr
+9.15%/yr
(R2=0.710)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-04-25 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$12,476.19
2025-04-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
$10,000.00
2022-05-04
$8,741.55
2025-04-25
Realty Income Corporation NYSE Common Stock
VYM
×
$10,000.00
2022-05-04
$10,931.82
2025-04-25
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPQ O VYM
2025 (YTD) −8.28% +6.98% −4.15%
2024 +21.40% −4.85% +14.30%
2023 +31.84% −7.64% +3.13%
2022 −15.02% −13.00% −6.49%
2021 +19.54% +17.91%
2020 −12.66% −0.22%
2019 +18.57% +21.30%
2018 +13.77% −7.69%
2017 +1.54% +14.02%
2016 +13.44% +14.65%
2015 +12.55% −0.44%
2014 +33.32% +12.68%
2013 −3.74% +28.15%
2012 +18.29% +10.79%
2011 +4.41% +7.34%
2010 +37.24% +12.55%
2009 +17.67% +14.09%
2008 −8.32% −31.99%
2007 −0.79% −2.62%
2006 +32.68% +2.76%
2005 −12.37%
2004 +29.56%
2003 +19.42%
2002 +24.51%
2001 +26.19%
2000 +28.37%
1999 −11.50%
1998 +3.94%
1997 +12.85%
1996 +11.01%
1995 +42.60%
1994 +9.89%

Drawdowns

Wed 2022-05-04? to Fri 2025-04-25 Current
Drawdown
Worst
Drawdown
JEPQ
×
−11.46% −20.40%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
−18.80% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
VYM
×
−8.59% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund