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

Total Real Returns

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

Thu 2024-02-22? to Thu 2025-07-17 YTD
Return
TRR
Price
MSTY
×
+42.24%
2025-07-17
4.192 TRR
2025-07-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+0.75%
2025-07-17
1.37 TRR
2025-07-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-02-22? to Thu 2025-07-17 Overall
Return
Exponential
Trendline
MSTY
×
+319.21%
+178.55%/yr
+108.81%/yr
(R2=0.776)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
+15.67%
+10.97%/yr
+8.17%/yr
(R2=0.364)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-22? to Thu 2025-07-17 Start
Value
End
Value
MSTY
×
$10,000.00
2024-02-22
$41,920.68
2025-07-17
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-02-22
$11,567.38
2025-07-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year MSTY JEPQ
2025 (YTD) +42.24% +0.75%
2024 +194.71% +21.40%
2023 +31.87%
2022 −15.04%

Drawdowns

Thu 2024-02-22? to Thu 2025-07-17 Current
Drawdown
Worst
Drawdown
MSTY
×
−0.13% −41.53%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
JEPQ
×
−2.75% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund