Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) | 4.48% | 21.72% | 18.69% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) | 05/04/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.62 | 21.72 | 18.69 | NA | NA | NA | NA | … | … | 4.48 | 15.18 | 24.85 | 36.27 | -12.89 |
| Sharpe Ratio | NA | 1.85 | 1.09 | NA | NA | NA | NA | … | … | 0.89 | 0.65 | 1.68 | 2.92 | -0.85 |
| Standard Deviation(%) | NA | 12.16 | 14.97 | NA | NA | NA | NA | … | … | 13.93 | 19.06 | 12.67 | 11.28 | 24.52 |
| Draw Down(%) | NA | 8.82 | 20.07 | NA | NA | NA | NA | … | … | 8.82 | 20.07 | 10.71 | 6.60 | 16.82 |
| Yield(%) | 0.00 | 11.55 | 11.97 | 9.05 | 4.52 | 3.02 | 2.26 | … | … | 4.63 | 10.88 | 10.98 | 12.31 | 7.54 |
Data as of 06/10/2026, Common starting date is 05/04/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) |
16.33%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) |
25.13%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart