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

Total Real Returns

UPRO,JEPQ,GPIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-10-26? to Tue 2025-07-01 YTD
Return
TRR
Price
UPRO
×
+1.39%
2025-07-01
53.52 TRR
2025-07-01
ProShares UltraPro S&P500 Exchange-Traded Fund
JEPQ
×
−1.63%
2025-07-01
1.338 TRR
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+2.27%
2025-07-01
1.378 TRR
2025-07-01
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
UPRO
×
+143.04%
+69.60%/yr
+34.55%/yr
(R2=0.465)
ProShares UltraPro S&P500 Exchange-Traded Fund
JEPQ
×
+36.02%
+20.08%/yr
+12.69%/yr
(R2=0.615)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
+37.76%
+20.99%/yr
+13.66%/yr
(R2=0.698)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Tue 2025-07-01 Start
Value
End
Value
UPRO
×
$10,000.00
2023-10-26
$24,303.60
2025-07-01
ProShares UltraPro S&P500 Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$13,602.12
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$13,776.11
2025-07-01
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year UPRO JEPQ GPIX
2025 (YTD) +1.39% −1.63% +2.27%
2024 +58.97% +21.39% +18.35%
2023 +63.08% +31.83% +13.81%
2022 −59.46% −15.02%
2021 +85.55%
2020 +8.61%
2019 +97.77%
2018 −26.50%
2017 +67.85%
2016 +28.09%
2015 −5.95%
2014 +37.06%
2013 +115.17%
2012 +44.29%
2011 −14.41%
2010 +34.30%
2009 +73.37%

Drawdowns

Thu 2023-10-26? to Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
UPRO
×
−9.44% −49.55%
2025-04-08
ProShares UltraPro S&P500 Exchange-Traded Fund
JEPQ
×
−5.05% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX
×
−0.88% −17.87%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund