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

Total Real Returns

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

Wed 2022-05-04? 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
JEPQ
×
−6.71%
2025-04-02
1.269 TRR
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.45%
2025-04-02
1.391 TRR
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
MAIN
×
+60.62%
+17.67%/yr
+23.77%/yr
(R2=0.871)
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
+26.87%
+8.51%/yr
+19.25%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+12.43%
+4.10%/yr
+8.38%/yr
(R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2025-04-02 Start
Value
End
Value
MAIN
×
$10,000.00
2022-05-04
$16,062.05
2025-04-02
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,687.04
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,242.60
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year MAIN JEPQ JEPI
2025 (YTD) −1.46% −6.71% −0.45%
2024 +43.19% +21.39% +9.44%
2023 +24.06% +31.86% +6.28%
2022 −16.76% −15.04% −9.35%
2021 +38.58% +13.52%
2020 −20.61% +16.77%
2019 +33.82%
2018 −9.98%
2017 +13.63%
2016 +34.65%
2015 +7.76%
2014 −3.73%
2013 +15.10%
2012 +50.83%
2011 +24.15%
2010 +22.40%
2009 +79.92%
2008 −20.84%
2007 −5.10%

Drawdowns

Wed 2022-05-04? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.41% −27.28%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
−9.96% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−4.60% −12.45%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund