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

Total Real Returns

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

Thu 2024-03-07? 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
QDTE
×
−12.89%
2025-04-28
0.9956 TRR
2025-04-28
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF 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 2024-03-07? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
JEPQ
×
+3.84%
+3.36%/yr
+9.91%/yr
(R2=0.330)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QDTE
×
−0.44%
−0.38%/yr
+12.74%/yr
(R2=0.311)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
+135.12%
+111.45%/yr
+103.65%/yr
(R2=0.659)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-04-28 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-03-07
$10,383.99
2025-04-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$9,956.11
2025-04-28
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$23,511.90
2025-04-28
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPQ QDTE MSTY
2025 (YTD) −7.88% −12.89% +18.80%
2024 +21.40% +14.29% +194.73%
2023 +31.83%
2022 −15.01%

Drawdowns

Thu 2024-03-07? 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
QDTE
×
−17.23% −23.43%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
MSTY
×
−13.91% −41.52%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund