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

Total Real Returns

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

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
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

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
QYLD
×
+7.42%
+2.49%/yr
+11.72%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

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
QYLD
×
$10,000.00
2022-05-04
$10,742.16
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year O JEPQ QYLD
2025 (YTD) +7.55% −6.71% −6.41%
2024 −4.84% +21.39% +16.04%
2023 −7.65% +31.86% +18.83%
2022 −13.00% −15.04% −24.01%
2021 +19.55% +3.13%
2020 −12.66% +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%

Drawdowns

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
QYLD
×
−9.59% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund