All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? 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 | ||||||
| JEPQ × |
−6.71%
2025-04-02 |
1.269 TRR
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
−0.45%
2025-04-02 |
1.391 TRR
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
−12.11%
−4.33%/yr |
−4.89%/yr
(R2=0.233) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+26.87%
+8.51%/yr |
+19.25%/yr
(R2=0.900) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+12.43%
+4.10%/yr |
+8.38%/yr
(R2=0.875) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2022-05-04 |
$8,789.04
2025-04-02 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,687.04
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,242.60
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | O | JEPQ | JEPI |
|---|---|---|---|
| 2025 (YTD) | +7.55% | −6.71% | −0.45% |
| 2024 | −4.84% | +21.39% | +9.44% |
| 2023 | −7.65% | +31.86% | +6.28% |
| 2022 | −13.00% | −15.04% | −9.35% |
| 2021 | +19.55% | — | +13.52% |
| 2020 | −12.66% | — | +16.77% |
| 2019 | +18.55% | — | — |
| 2018 | +13.79% | — | — |
| 2017 | +1.52% | — | — |
| 2016 | +13.45% | — | — |
| 2015 | +12.54% | — | — |
| 2014 | +33.33% | — | — |
| 2013 | −3.74% | — | — |
| 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% | — | — |
| Wed 2022-05-04? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −18.37% |
−36.92%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × | −9.96% |
−19.02%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −4.60% |
−12.45%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||