All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| QQQ × |
+6.71%
2025-07-15 |
6.557 TRR
2025-07-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| MAIN × |
+10.43%
2025-07-15 |
12.25 TRR
2025-07-15 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPI × |
+0.21%
2025-07-15 |
1.4 TRR
2025-07-15 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| QQQ × |
+99.53%
+14.35%/yr |
+7.79%/yr
(R2=0.389) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| MAIN × |
+141.90%
+18.71%/yr |
+13.95%/yr
(R2=0.762) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPI × |
+40.03%
+6.76%/yr |
+4.37%/yr
(R2=0.606) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| QQQ × |
$10,000.00
2020-05-21 |
$19,952.69
2025-07-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2020-05-21 |
$24,190.48
2025-07-15 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,002.98
2025-07-15 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | QQQ | MAIN | JEPI |
|---|---|---|---|
| 2025 (YTD) | +6.71% | +10.43% | +0.21% |
| 2024 | +22.06% | +43.18% | +9.44% |
| 2023 | +49.84% | +24.07% | +6.25% |
| 2022 | −36.68% | −16.77% | −9.35% |
| 2021 | +19.04% | +38.60% | +13.55% |
| 2020 | +46.63% | −20.62% | +16.74% |
| 2019 | +35.86% | +33.80% | — |
| 2018 | −2.00% | −9.98% | — |
| 2017 | +29.91% | +13.67% | — |
| 2016 | +4.93% | +34.62% | — |
| 2015 | +8.64% | +7.75% | — |
| 2014 | +18.28% | −3.68% | — |
| 2013 | +34.61% | +15.07% | — |
| 2012 | +16.10% | +50.94% | — |
| 2011 | +0.40% | +24.05% | — |
| 2010 | +18.15% | +22.39% | — |
| 2009 | +50.59% | +79.92% | — |
| 2008 | −41.78% | −20.83% | — |
| 2007 | +14.35% | −5.11% | — |
| 2006 | +4.51% | — | — |
| 2005 | −1.78% | — | — |
| 2004 | +7.03% | — | — |
| 2003 | +46.91% | — | — |
| 2002 | −38.82% | — | — |
| 2001 | −34.36% | — | — |
| 2000 | −38.21% | — | — |
| 1999 | +75.08% | — | — |
| Thu 2020-05-21? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| QQQ × | 0.00% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| MAIN × | −0.11% |
−30.57%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPI × | −3.96% |
−18.28%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||