All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2025-12-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+13.35%
2025-12-12 |
12.24 TRR
2025-12-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+10.29%
2025-12-12 |
1.5 TRR
2025-12-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+47.95%
+11.47%/yr |
+16.88%/yr
(R2=0.919) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+50.03%
+11.90%/yr |
+17.26%/yr
(R2=0.912) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2022-05-04 |
$14,795.14
2025-12-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$15,002.58
2025-12-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SPY | JEPQ |
|---|---|---|
| 2025 (YTD) | +13.35% | +10.29% |
| 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 | +19.18% | — |
| 2016 | +9.73% | — |
| 2015 | +0.50% | — |
| 2014 | +12.61% | — |
| 2013 | +30.35% | — |
| 2012 | +14.01% | — |
| 2011 | −1.04% | — |
| 2010 | +13.37% | — |
| 2009 | +23.00% | — |
| 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 | +17.25% | — |
| 1998 | +26.65% | — |
| 1997 | +31.24% | — |
| 1996 | +18.56% | — |
| 1995 | +34.64% | — |
| 1994 | −2.21% | — |
| 1993 | +6.28% | — |
| Wed 2022-05-04? to Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.17% |
−19.12%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × | −1.49% |
−20.42%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||