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

Total Real Returns

MAIN,JEPI,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Wed 2025-04-02 YTD
Return
TRR
Price
MAIN
×
−1.46%
2025-04-02
10.93 TRR
2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−0.45%
2025-04-02
1.391 TRR
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
MAIN
×
+115.89%
+17.14%/yr
+13.34%/yr
(R2=0.722)
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+39.13%
+7.02%/yr
+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+18.66%
+3.58%/yr
+0.89%/yr
(R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02 Start
Value
End
Value
MAIN
×
$10,000.00
2020-05-21
$21,589.03
2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,912.62
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$11,865.72
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAIN JEPI QYLD
2025 (YTD) −1.46% −0.45% −6.41%
2024 +43.19% +9.44% +16.04%
2023 +24.06% +6.28% +18.83%
2022 −16.76% −9.35% −24.01%
2021 +38.58% +13.52% +3.13%
2020 −20.61% +16.77% +7.30%
2019 +33.82% +19.92%
2018 −9.98% −4.87%
2017 +13.63% +16.30%
2016 +34.65% +2.64%
2015 +7.76% +6.47%
2014 −3.73% +3.39%
2013 +15.10% +2.08%
2012 +50.83%
2011 +24.15%
2010 +22.40%
2009 +79.92%
2008 −20.84%
2007 −5.10%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.41% −30.56%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−4.60% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.59% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund