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 2025-06-10 YTD
Return
TRR
Price
JEPQ
×
−2.98%
2025-06-10
1.319 TRR
2025-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+2.70%
2025-06-10
6.311 TRR
2025-06-10
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-06-10 Overall
Return
Exponential
Trendline
JEPQ
×
+31.95%
+9.35%/yr
+17.74%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+48.90%
+13.69%/yr
+23.32%/yr
(R2=0.878)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-06-10 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$13,194.72
2025-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$14,890.46
2025-06-10
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2025 (YTD) −2.98% +2.70%
2024 +21.40% +22.06%
2023 +31.86% +49.84%
2022 −15.04% −36.68%
2021 +19.04%
2020 +46.63%
2019 +35.85%
2018 −1.99%
2017 +29.91%
2016 +4.93%
2015 +8.64%
2014 +18.29%
2013 +34.60%
2012 +16.11%
2011 +0.40%
2010 +18.15%
2009 +50.58%
2008 −41.77%
2007 +14.34%
2006 +4.53%
2005 −1.80%
2004 +7.05%
2003 +46.91%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.09%

Drawdowns

Wed 2022-05-04? to Tue 2025-06-10 Current
Drawdown
Worst
Drawdown
JEPQ
×
−6.36% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−2.31% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund