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

Total Real Returns

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

Wed 2022-05-04? to Tue 2025-04-01 YTD
Return
TRR
Price
MAIN
×
−1.01%
2025-04-01
10.98 TRR
2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
−8.17%
2025-04-01
1.249 TRR
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−1.54%
2025-04-01
1.376 TRR
2025-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−6.75%
2025-04-01
1.654 TRR
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
MAIN
×
+61.32%
+17.86%/yr
+23.76%/yr
(R2=0.870)
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
+24.90%
+7.94%/yr
+19.28%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.18%
+3.71%/yr
+8.38%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+6.97%
+2.34%/yr
+11.74%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-04-01 Start
Value
End
Value
MAIN
×
$10,000.00
2022-05-04
$16,131.92
2025-04-01
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,490.32
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,118.29
2025-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,697.38
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAIN JEPQ JEPI QYLD
2025 (YTD) −1.01% −8.17% −1.54% −6.75%
2024 +43.16% +21.38% +9.43% +15.98%
2023 +24.06% +31.87% +6.27% +18.83%
2022 −16.74% −15.03% −9.36% −24.01%
2021 +38.55% +13.53% +3.19%
2020 −20.61% +16.77% +7.24%
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 −3.68% +3.39%
2013 +15.04% +2.08%
2012 +50.97%
2011 +24.05%
2010 +22.39%
2009 +79.97%
2008 −20.85%
2007 −5.10%

Drawdowns

Wed 2022-05-04? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.00% −27.28%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPQ
×
−11.37% −19.00%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.67% −12.44%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.91% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund