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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-04-02 YTD
Return
TRR
Price
O
×
+7.55%
2025-04-02
22.9 TRR
2025-04-02
Realty Income 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
O
×
+20.05%
+3.83%/yr
−2.28%/yr
(R2=0.129)
Realty Income 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
O
×
$10,000.00
2020-05-21
$12,005.04
2025-04-02
Realty Income 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 O JEPI QYLD
2025 (YTD) +7.55% −0.45% −6.41%
2024 −4.84% +9.44% +16.04%
2023 −7.65% +6.28% +18.83%
2022 −13.00% −9.35% −24.01%
2021 +19.55% +13.52% +3.13%
2020 −12.66% +16.77% +7.30%
2019 +18.55% +19.92%
2018 +13.79% −4.87%
2017 +1.52% +16.30%
2016 +13.45% +2.64%
2015 +12.54% +6.47%
2014 +33.33% +3.39%
2013 −3.74% +2.08%
2012 +18.28%
2011 +4.42%
2010 +37.30%
2009 +17.63%
2008 −8.33%
2007 −0.80%
2006 +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.36%
2002 +24.51%
2001 +26.17%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
O
×
−19.55% −37.83%
2023-10-30
Realty Income 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