All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPQ,QQQ,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Fri 2025-08-01 YTD
Return
TRR
Price
JEPQ
×
−1.10%
2025-08-01
1.345 TRR
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+6.04%
2025-08-01
6.516 TRR
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+4.21%
2025-08-01
5.026 TRR
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
JEPQ
×
+34.49%
+9.56%/yr
+17.33%/yr
(R2=0.884)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+53.75%
+14.18%/yr
+23.12%/yr
(R2=0.890)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+36.26%
+10.01%/yr
+16.57%/yr
(R2=0.890)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-08-01 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$13,449.14
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$15,375.31
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$13,626.07
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ VOO
2025 (YTD) −1.10% +6.04% +4.21%
2024 +21.40% +22.06% +21.47%
2023 +31.86% +49.84% +22.23%
2022 −15.05% −36.68% −23.14%
2021 +19.04% +20.33%
2020 +46.63% +16.73%
2019 +35.85% +28.43%
2018 −1.99% −6.29%
2017 +29.92% +19.25%
2016 +4.92% +9.89%
2015 +8.64% +0.59%
2014 +18.29% +12.71%
2013 +34.62% +30.42%
2012 +16.10% +14.02%
2011 +0.40% −1.05%
2010 +18.14% +14.34%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.79%
2004 +7.04%
2003 +46.90%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Wed 2022-05-04? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
JEPQ
×
−4.54% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−2.54% −23.54%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−2.46% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund