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 Tue 2025-05-20 YTD
Return
TRR
Price
JEPQ
×
−4.91%
2025-05-20
1.293 TRR
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+0.15%
2025-05-20
6.154 TRR
2025-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
JEPQ
×
+29.32%
+8.81%/yr
+18.03%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+45.21%
+13.03%/yr
+23.54%/yr
(R2=0.875)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-05-20 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$12,931.76
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$14,520.92
2025-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2025 (YTD) −4.91% +0.15%
2024 +21.40% +22.06%
2023 +31.87% +49.84%
2022 −15.05% −36.68%
2021 +19.04%
2020 +46.62%
2019 +35.86%
2018 −1.99%
2017 +29.92%
2016 +4.92%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.10%
2011 +0.40%
2010 +18.16%
2009 +50.61%
2008 −41.78%
2007 +14.34%
2006 +4.51%
2005 −1.78%
2004 +7.04%
2003 +46.88%
2002 −38.81%
2001 −34.36%
2000 −38.21%
1999 +75.09%

Drawdowns

Wed 2022-05-04? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
JEPQ
×
−8.22% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−4.73% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund