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 2026-03-31 YTD
Return
TRR
Price
JEPQ
×
−3.89%
2026-03-31
1.466 TRR
2026-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−6.92%
2026-03-31
6.728 TRR
2026-03-31
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
JEPQ
×
+46.65%
+10.30%/yr
+17.15%/yr
(R2=0.926)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+58.75%
+12.56%/yr
+22.64%/yr
(R2=0.926)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2026-03-31 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$14,664.55
2026-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$15,874.91
2026-03-31
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ
2026 (YTD) −3.89% −6.92%
2025 +12.20% +17.63%
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 +18.29%
2013 +34.60%
2012 +16.10%
2011 +0.41%
2010 +18.14%
2009 +50.59%
2008 −41.77%
2007 +14.35%
2006 +4.50%
2005 −1.77%
2004 +7.03%
2003 +46.90%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2022-05-04? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
JEPQ
×
−6.53% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−9.83% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund