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 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

Returns

Wed 2022-05-04? to Fri 2023-12-29? Overall
Return
Exponential
Trendline
JEPQ
×
+12.05%
+7.12%/yr
+13.82%/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

Growth of $10,000

Wed 2022-05-04? to Fri 2023-12-29? Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$11,205.10
2023-12-29
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2022-05-04
$11,879.16
2023-12-29
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$10,763.72
2023-12-29
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPQ QQQ VOO
2025 (YTD) +8.00% +16.60% +12.59%
2024 +21.40% +22.06% +21.48%
2023 +31.87% +49.84% +22.23%
2022 −15.03% −36.68% −23.14%
2021 +19.04% +20.33%
2020 +46.62% +16.73%
2019 +35.86% +28.43%
2018 −2.00% −6.29%
2017 +29.92% +19.25%
2016 +4.92% +9.89%
2015 +8.64% +0.59%
2014 +18.29% +12.71%
2013 +34.60% +30.43%
2012 +16.10% +14.01%
2011 +0.41% −1.04%
2010 +18.14% +14.35%
2009 +50.62%
2008 −41.79%
2007 +14.36%
2006 +4.51%
2005 −1.78%
2004 +7.03%
2003 +46.91%
2002 −38.83%
2001 −34.36%
2000 −38.21%
1999 +75.06%

Drawdowns

Wed 2022-05-04? to Fri 2023-12-29? Final
Drawdown
Worst
Drawdown
JEPQ
×
−0.09% −19.01%
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