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

Total Real Returns

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

Tue 2024-01-30? to Tue 2025-03-11 YTD
Return
TRR
Price
JEPQ
×
−7.72%
2025-03-11
1.255 TRR
2025-03-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
−6.90%
2025-03-11
1.09 TRR
2025-03-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Tue 2025-03-11 Overall
Return
Exponential
Trendline
JEPQ
×
+8.21%
+7.36%/yr
+17.29%/yr
(R2=0.794)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
+9.00%
+8.06%/yr
+18.36%/yr
(R2=0.831)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Tue 2025-03-11 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-01-30
$10,821.32
2025-03-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$10,900.25
2025-03-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ QQQI
2025 (YTD) −7.72% −6.90%
2024 +21.40% +17.08%
2023 +31.83%
2022 −15.03%

Drawdowns

Tue 2024-01-30? to Tue 2025-03-11 Current
Drawdown
Worst
Drawdown
JEPQ
×
−10.94% −10.94%
2025-03-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
−10.56% −10.75%
2024-08-05
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund