All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+4.37%
2025-07-15 |
11.27 TRR
2025-07-15 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
+0.28%
2025-07-15 |
1.364 TRR
2025-07-15 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+36.23%
+10.15%/yr |
+16.44%/yr
(R2=0.884) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
+36.36%
+10.18%/yr |
+17.44%/yr
(R2=0.880) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2022-05-04 |
$13,623.40
2025-07-15 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$13,636.14
2025-07-15 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SPY | JEPQ |
---|---|---|
2025 (YTD) | +4.37% | +0.28% |
2024 | +21.39% | +21.40% |
2023 | +22.09% | +31.84% |
2022 | −23.15% | −15.04% |
2021 | +20.26% | — |
2020 | +16.74% | — |
2019 | +28.29% | — |
2018 | −6.36% | — |
2017 | +19.19% | — |
2016 | +9.72% | — |
2015 | +0.50% | — |
2014 | +12.61% | — |
2013 | +30.34% | — |
2012 | +14.02% | — |
2011 | −1.05% | — |
2010 | +13.36% | — |
2009 | +23.01% | — |
2008 | −36.85% | — |
2007 | +1.02% | — |
2006 | +13.00% | — |
2005 | +1.36% | — |
2004 | +7.20% | — |
2003 | +25.81% | — |
2002 | −23.40% | — |
2001 | −13.11% | — |
2000 | −12.70% | — |
1999 | +17.24% | — |
1998 | +26.65% | — |
1997 | +31.25% | — |
1996 | +18.56% | — |
1995 | +34.64% | — |
1994 | −2.22% | — |
1993 | +6.28% | — |
Wed 2022-05-04? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −0.62% |
−19.12%
2025-04-08 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × | −3.21% |
−20.43%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||