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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-08-22 YTD
Return
TRR
Price
JEPQ
×
+3.07%
2025-08-22
1.402 TRR
2025-08-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+9.42%
2025-08-22
6.724 TRR
2025-08-22
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-08-22 Overall
Return
Exponential
Trendline
JEPQ
×
+40.19%
+10.77%/yr
+17.25%/yr
(R2=0.888)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+58.65%
+15.00%/yr
+23.12%/yr
(R2=0.895)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-08-22 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$14,019.14
2025-08-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$15,864.70
2025-08-22
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2025 (YTD) +3.07% +9.42%
2024 +21.40% +22.06%
2023 +31.82% +49.84%
2022 −15.01% −36.68%
2021 +19.04%
2020 +46.63%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.93%
2015 +8.64%
2014 +18.28%
2013 +34.62%
2012 +16.10%
2011 +0.41%
2010 +18.14%
2009 +50.59%
2008 −41.78%
2007 +14.35%
2006 +4.52%
2005 −1.79%
2004 +7.04%
2003 +46.89%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2022-05-04? to Fri 2025-08-22 Current
Drawdown
Worst
Drawdown
JEPQ
×
−0.52% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−1.51% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund