All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| O × |
+7.63%
2025-04-01 |
22.91 TRR
2025-04-01 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
−8.17%
2025-04-01 |
1.249 TRR
2025-04-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
−1.54%
2025-04-01 |
1.376 TRR
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
−6.75%
2025-04-01 |
1.654 TRR
2025-04-01 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
−12.05%
−4.32%/yr |
−4.91%/yr
(R2=0.234) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+24.90%
+7.94%/yr |
+19.28%/yr
(R2=0.900) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+11.18%
+3.71%/yr |
+8.38%/yr
(R2=0.874) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
+6.97%
+2.34%/yr |
+11.74%/yr
(R2=0.858) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| O × |
$10,000.00
2022-05-04 |
$8,795.01
2025-04-01 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,490.32
2025-04-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,118.29
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
$10,000.00
2022-05-04 |
$10,697.38
2025-04-01 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | O | JEPQ | JEPI | QYLD |
|---|---|---|---|---|
| 2025 (YTD) | +7.63% | −8.17% | −1.54% | −6.75% |
| 2024 | −4.86% | +21.38% | +9.43% | +15.98% |
| 2023 | −7.65% | +31.87% | +6.27% | +18.83% |
| 2022 | −12.99% | −15.03% | −9.36% | −24.01% |
| 2021 | +19.54% | — | +13.53% | +3.19% |
| 2020 | −12.66% | — | +16.77% | +7.24% |
| 2019 | +18.57% | — | — | +19.92% |
| 2018 | +13.77% | — | — | −4.87% |
| 2017 | +1.54% | — | — | +16.30% |
| 2016 | +13.43% | — | — | +2.64% |
| 2015 | +12.54% | — | — | +6.47% |
| 2014 | +33.33% | — | — | +3.39% |
| 2013 | −3.71% | — | — | +2.08% |
| 2012 | +18.24% | — | — | — |
| 2011 | +4.42% | — | — | — |
| 2010 | +37.30% | — | — | — |
| 2009 | +17.63% | — | — | — |
| 2008 | −8.33% | — | — | — |
| 2007 | −0.80% | — | — | — |
| 2006 | +32.74% | — | — | — |
| 2005 | −12.38% | — | — | — |
| 2004 | +29.61% | — | — | — |
| 2003 | +19.37% | — | — | — |
| 2002 | +24.52% | — | — | — |
| 2001 | +26.18% | — | — | — |
| 2000 | +28.39% | — | — | — |
| 1999 | −11.50% | — | — | — |
| 1998 | +3.92% | — | — | — |
| 1997 | +12.84% | — | — | — |
| 1996 | +11.00% | — | — | — |
| 1995 | +42.63% | — | — | — |
| 1994 | +9.86% | — | — | — |
| Wed 2022-05-04? to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| O × | −18.31% |
−36.91%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × | −11.37% |
−19.00%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −5.67% |
−12.44%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × | −9.91% |
−22.01%
2022-10-14 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||