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