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 Thu 2025-07-03 YTD
Return
TRR
Price
JEPQ
×
−0.09%
2025-07-03
1.359 TRR
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+6.87%
2025-07-03
6.567 TRR
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
JEPQ
×
+35.88%
+10.17%/yr
+17.51%/yr
(R2=0.879)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+54.96%
+14.84%/yr
+23.17%/yr
(R2=0.883)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Thu 2025-07-03 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$13,587.56
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$15,496.18
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2025 (YTD) −0.09% +6.87%
2024 +21.38% +22.06%
2023 +31.86% +49.84%
2022 −15.03% −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 +34.61%
2012 +16.10%
2011 +0.41%
2010 +18.14%
2009 +50.58%
2008 −41.78%
2007 +14.35%
2006 +4.52%
2005 −1.80%
2004 +7.05%
2003 +46.91%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.06%

Drawdowns

Wed 2022-05-04? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
JEPQ
×
−3.58% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
0.00% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund