All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Fri 2023-12-29? | ||||||
---|---|---|---|---|---|---|
JEPQ × | ||||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
QQQ × | ||||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VOO × | ||||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2023-12-29? |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPQ × |
+12.02%
+7.11%/yr |
+13.81%/yr
(R2=0.583) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
QQQ × |
+18.79%
+10.97%/yr |
+20.39%/yr
(R2=0.610) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VOO × |
+7.64%
+4.55%/yr |
+9.20%/yr
(R2=0.508) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2023-12-29? |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPQ × |
$10,000.00
2022-05-04 |
$11,202.20
2023-12-29 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
QQQ × |
$10,000.00
2022-05-04 |
$11,879.03
2023-12-29 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2022-05-04 |
$10,763.75
2023-12-29 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
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% | — |
Wed 2022-05-04? to Fri 2023-12-29? |
Final
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPQ × | −0.09% |
−19.02%
2022-10-14 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
QQQ × | −0.47% |
−22.93%
2022-11-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
VOO × | −0.26% |
−18.39%
2022-10-12 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||