All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPY × |
+5.33%
2026-06-12 |
+19.21%
2026-06-12 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
+4.15%
2026-06-12 |
+20.43%
2026-06-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+57.63%
+11.72%/yr |
+16.71%/yr
(R2=0.939) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
+58.93%
+11.94%/yr |
+16.97%/yr
(R2=0.934) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2022-05-04 |
$15,762.80
2026-06-12 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$15,892.98
2026-06-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SPY | JEPQ |
|---|---|---|
| 2026 (YTD) | +5.33% | +4.15% |
| 2025 | +14.65% | +12.19% |
| 2024 | +21.39% | +21.40% |
| 2023 | +22.09% | +31.87% |
| 2022 | −23.15% | −15.03% |
| 2021 | +20.27% | — |
| 2020 | +16.74% | — |
| 2019 | +28.29% | — |
| 2018 | −6.35% | — |
| 2017 | +19.19% | — |
| 2016 | +9.73% | — |
| 2015 | +0.50% | — |
| 2014 | +12.61% | — |
| 2013 | +30.35% | — |
| 2012 | +14.01% | — |
| 2011 | −1.04% | — |
| 2010 | +13.36% | — |
| 2009 | +23.01% | — |
| 2008 | −36.85% | — |
| 2007 | +1.01% | — |
| 2006 | +13.00% | — |
| 2005 | +1.35% | — |
| 2004 | +7.21% | — |
| 2003 | +25.82% | — |
| 2002 | −23.41% | — |
| 2001 | −13.10% | — |
| 2000 | −12.70% | — |
| 1999 | +17.24% | — |
| 1998 | +26.65% | — |
| 1997 | +31.24% | — |
| 1996 | +18.63% | — |
| 1995 | +34.61% | — |
| 1994 | −2.22% | — |
| 1993 | +6.22% | — |
| Wed 2022-05-04💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × |
−2.45%
from 2026-06-02 peak |
−19.12%
2025-04-08 from 2025-02-19 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPQ × |
−1.75%
from 2026-06-02 peak |
−20.43%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × | +19.21% |
+31.38% +14.62%/yr |
+61.25% +17.26%/yr |
+50.66% +8.54%/yr |
+197.87% +11.53%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| JEPQ × | +20.43% |
+26.74% +12.58%/yr |
+56.70% +16.15%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
