All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Mon 2025-08-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+9.05%
2025-08-04 |
22.52 TRR
2025-08-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+1.22%
2025-08-04 |
1.377 TRR
2025-08-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+0.30%
2025-08-04 |
1.402 TRR
2025-08-04 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Mon 2025-08-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
−10.89%
−3.48%/yr |
−3.51%/yr
(R2=0.164) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+37.67%
+10.33%/yr |
+17.33%/yr
(R2=0.884) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+13.28%
+3.91%/yr |
+7.47%/yr
(R2=0.850) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Mon 2025-08-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2022-05-04 |
$8,911.12
2025-08-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$13,766.69
2025-08-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,327.56
2025-08-04 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | O | JEPQ | JEPI |
|---|---|---|---|
| 2025 (YTD) | +9.05% | +1.22% | +0.30% |
| 2024 | −4.86% | +21.39% | +9.43% |
| 2023 | −7.64% | +31.84% | +6.26% |
| 2022 | −12.99% | −15.02% | −9.35% |
| 2021 | +15.93% | — | +13.54% |
| 2020 | −12.67% | — | +16.75% |
| 2019 | +18.57% | — | — |
| 2018 | +13.78% | — | — |
| 2017 | +1.53% | — | — |
| 2016 | +13.42% | — | — |
| 2015 | +12.57% | — | — |
| 2014 | +33.34% | — | — |
| 2013 | −3.76% | — | — |
| 2012 | +18.30% | — | — |
| 2011 | +4.40% | — | — |
| 2010 | +37.30% | — | — |
| 2009 | +17.63% | — | — |
| 2008 | −8.32% | — | — |
| 2007 | −0.78% | — | — |
| 2006 | +32.72% | — | — |
| 2005 | −12.45% | — | — |
| 2004 | +29.67% | — | — |
| 2003 | +19.38% | — | — |
| 2002 | +24.51% | — | — |
| 2001 | +26.18% | — | — |
| 2000 | +28.38% | — | — |
| 1999 | −11.49% | — | — |
| 1998 | +3.91% | — | — |
| 1997 | +12.84% | — | — |
| 1996 | +11.03% | — | — |
| 1995 | +42.60% | — | — |
| 1994 | +9.88% | — | — |
| Wed 2022-05-04? to Mon 2025-08-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −17.23% |
−36.91%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × | −2.31% |
−20.44%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −3.90% |
−14.46%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||