JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$56.78−0.15 (−0.26%)Close Nov 12, 2026
May 4, 2022 – Nov 12, 2026, Dividends reinvested
- Final balance
- $18,236
- CAGR
- +14.20%
- Max drawdown
- −20.07%
- Sharpe ratio
- 0.87
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Total
- 1M
- −6.81%
- 3M
- −3.39%
- 6M
- +0.31%
- YTD
- +6.83%
- 1Y
- +7.74%
Per year
- 3Y
- +17.14%
- Since 2022
- +14.20%
Annual returns
2022 from May 4 · 2026 through Nov 12
JEPQ returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +6.83% |
| 2025 | +15.18% |
| 2024 | +24.85% |
| 2023 | +36.27% |
| 2022 from May 4 | −12.89% |
Metrics
Since 2022| Volatility | 17.04% |
|---|---|
| Sortino ratio | 1.23 |
| Calmar ratio | 0.71 |
| Best year, 2023 | +36.27% |
| Worst year, 2025 | +15.18% |
| Positive years | 3 of 3 |
| Longest drawdown | 1 year |
Worst drawdowns
Since 2022| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −20.1% | Feb 2025 | Apr 2025 | Aug 2025 | 6 months |
| −16.8% | May 2022 | Oct 2022 | Apr 2023 | 1 year |
| −12.3% | Oct 2026 | Nov 2026 | Not yet | 1 month so far |
| −10.7% | Jul 2024 | Aug 2024 | Oct 2024 | 3 months |
| −8.8% | Jan 2026 | Mar 2026 | Apr 2026 | 2 months |