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

Total Real Returns

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

Wed 2022-05-04? to Mon 2025-03-31 YTD
Return
TRR
Price
MAIN
×
−3.00%
2025-03-31
10.76 TRR
2025-03-31
Main Street Capital Corporation NYSE Common Stock
O
×
+8.73%
2025-03-31
23.16 TRR
2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ
×
−7.86%
2025-03-31
1.253 TRR
2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.90%
2025-03-31
1.385 TRR
2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−7.25%
2025-03-31
1.645 TRR
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2025-03-31 Overall
Return
Exponential
Trendline
MAIN
×
+58.08%
+17.06%/yr
+23.74%/yr
(R2=0.870)
Main Street Capital Corporation NYSE Common Stock
O
×
−11.14%
−3.98%/yr
−4.93%/yr
(R2=0.236)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+25.31%
+8.07%/yr
+19.31%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.93%
+3.95%/yr
+8.39%/yr
(R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+6.40%
+2.16%/yr
+11.76%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-03-31 Start
Value
End
Value
MAIN
×
$10,000.00
2022-05-04
$15,807.71
2025-03-31
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2022-05-04
$8,886.34
2025-03-31
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,531.46
2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,192.95
2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,639.80
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MAIN O JEPQ JEPI QYLD
2025 (YTD) −3.00% +8.73% −7.86% −0.90% −7.25%
2024 +43.20% −4.85% +21.41% +9.43% +15.98%
2023 +24.07% −7.63% +31.84% +6.27% +18.83%
2022 −16.76% −13.00% −15.03% −9.34% −24.01%
2021 +38.55% +19.55% +13.54% +3.19%
2020 −20.61% −12.66% +16.75% +7.24%
2019 +33.82% +18.56% +19.92%
2018 −9.98% +13.79% −4.87%
2017 +13.67% +1.52% +16.39%
2016 +34.67% +13.44% +2.64%
2015 +7.70% +12.56% +6.37%
2014 −3.68% +33.32% +3.49%
2013 +15.11% −3.73% +1.98%
2012 +50.88% +18.28%
2011 +24.05% +4.44%
2010 +22.40% +37.24%
2009 +79.94% +17.62%
2008 −20.85% −8.29%
2007 −5.10% −0.79%
2006 +32.66%
2005 −12.39%
2004 +29.66%
2003 +19.37%
2002 +24.51%
2001 +26.20%
2000 +28.37%
1999 −11.50%
1998 +3.92%
1997 +12.85%
1996 +11.00%
1995 +42.66%
1994 +9.86%

Drawdowns

Wed 2022-05-04? to Mon 2025-03-31 Current
Drawdown
Worst
Drawdown
MAIN
×
−9.85% −27.29%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
O
×
−17.46% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ
×
−11.08% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.04% −12.44%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−10.40% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund