All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+57.47%
+11.41%/yr |
+16.94%/yr
R2=0.937 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+87.46%
+16.13%/yr |
+22.74%/yr
R2=0.938 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+59.31%
+11.72%/yr |
+16.81%/yr
R2=0.943 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$15,747.14
2026-07-17 |
| QQQ × |
$10,000.00
2022-05-04 |
$18,746.02
2026-07-17 |
| VOO × |
$10,000.00
2022-05-04 |
$15,931.01
2026-07-17 |
| YTD | YoY | |
|---|---|---|
| JEPQ × | +3.19% | +14.86% |
| QQQ × | +9.91% | +20.03% |
| VOO × | +6.17% | +15.58% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| JEPQ × |
−3.96%
on 2026-07-17 from 2026-06-30 peak |
−20.43%
on 2025-04-08 from 2025-02-19 peak |
| QQQ × |
−6.56%
on 2026-07-17 from 2026-06-02 peak |
−23.54%
on 2025-04-08 from 2024-12-16 peak |
| VOO × |
−1.72%
on 2026-07-17 from 2026-06-02 peak |
−19.06%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Fri 2026-07-17 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| JEPQ × | +14.86% |
+25.21% +11.90%/yr |
+50.03% +14.48%/yr |
— | — |
| QQQ × | +20.03% |
+37.07% +17.08%/yr |
+68.84% +19.08%/yr |
+63.14% +10.28%/yr |
+380.55% +17.00%/yr |
| VOO × | +15.58% |
+28.58% +13.39%/yr |
+56.63% +16.13%/yr |
+50.56% +8.53%/yr |
+193.04% +11.35%/yr |
| Year | JEPQ | QQQ | VOO |
|---|---|---|---|
| 2026 (YTD) | +3.19% | +9.91% | +6.17% |
| 2025 | +12.19% | +17.63% | +14.75% |
| 2024 | +21.40% | +22.06% | +21.47% |
| 2023 | +31.87% | +49.84% | +22.23% |
| 2022 | −15.03% | −36.67% | −23.14% |
| 2021 | — | +19.04% | +20.33% |
| 2020 | — | +46.63% | +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 | — | +34.61% | +30.43% |
| 2012 | — | +16.10% | +14.02% |
| 2011 | — | +0.40% | −1.04% |
| 2010 | — | +18.14% | +14.35% |
| 2009 | — | +50.60% | — |
| 2008 | — | −41.78% | — |
| 2007 | — | +14.35% | — |
| 2006 | — | +4.51% | — |
| 2005 | — | −1.79% | — |
| 2004 | — | +7.04% | — |
| 2003 | — | +46.91% | — |
| 2002 | — | −38.82% | — |
| 2001 | — | −34.36% | — |
| 2000 | — | −38.21% | — |
| 1999 | — | +75.08% | — |
