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 2024-10-18 YTD
Return
TRR
Price
JEPQ
×
+15.92%
2024-10-18
1.299 TRR
2024-10-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+17.85%
2024-10-18
5.931 TRR
2024-10-18
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2024-10-18 Overall
Return
Exponential
Trendline
JEPQ
×
+29.86%
+11.21%/yr
+18.98%/yr
(R2=0.858)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+39.99%
+14.66%/yr
+25.92%/yr
(R2=0.864)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2024-10-18 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$12,986.37
2024-10-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$13,998.53
2024-10-18
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2024 (YTD) +15.92% +17.85%
2023 +31.86% +49.84%
2022 −15.04% −36.67%
2021 +19.04%
2020 +46.63%
2019 +35.85%
2018 −1.99%
2017 +29.92%
2016 +4.92%
2015 +8.64%
2014 +18.29%
2013 +34.60%
2012 +16.10%
2011 +0.39%
2010 +18.14%
2009 +50.59%
2008 −41.77%
2007 +14.33%
2006 +4.52%
2005 −1.79%
2004 +7.03%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.07%

Drawdowns

Wed 2022-05-04? to Fri 2024-10-18 Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −19.01%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−1.98% −22.93%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund