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

Total Real Returns

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

Wed 2022-05-04? to Thu 2025-04-03 YTD
Return
TRR
Price
O
×
+7.44%
2025-04-03
22.12 TRR
2025-04-03
Realty Income Corporation NYSE Common Stock
JEPQ
×
−11.27%
2025-04-03
1.207 TRR
2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
O
×
−12.20%
−4.36%/yr
−4.86%/yr
(R2=0.232)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+20.66%
+6.65%/yr
+19.20%/yr
(R2=0.899)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Thu 2025-04-03 Start
Value
End
Value
O
×
$10,000.00
2022-05-04
$8,779.81
2025-04-03
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$12,066.01
2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year O JEPQ
2025 (YTD) +7.44% −11.27%
2024 −4.84% +21.39%
2023 −7.65% +31.86%
2022 −13.00% −15.04%
2021 +15.81%
2020 −12.78%
2019 +18.57%
2018 +13.77%
2017 +1.53%
2016 +13.44%
2015 +12.56%
2014 +33.33%
2013 −3.75%
2012 +18.26%
2011 +4.43%
2010 +37.30%
2009 +17.64%
2008 −8.35%
2007 −0.77%
2006 +32.68%
2005 −12.39%
2004 +29.62%
2003 +19.38%
2002 +24.52%
2001 +26.17%
2000 +28.37%
1999 −11.50%
1998 +3.91%
1997 +12.86%
1996 +11.01%
1995 +42.64%
1994 +9.85%

Drawdowns

Wed 2022-05-04? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
O
×
−18.44% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPQ
×
−14.37% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund