| JEPQ | |
|---|---|
| Total return | +94.7% |
| Annualised (CAGR) | +16.3% |
| Volatility (annualised) | +13.8% |
| Sharpe (rf = 0) | 1.18 |
| Deepest drawdown | -20.1% |
| Drawdown peak → trough | 2025-02-19 → 2025-04-08 |
Over the 4.4 years to 2026-09-29 the fund returned +94.7% in total (+16.3% a year), with a deepest drawdown of -20.1% from 2025-02-19 to 2025-04-08. Its worst calendar year was 2022 (-12.9%), its best 2023 (+36.3%).
| Year | JEPQ |
|---|---|
| 2026 | +14.0% |
| 2025 | +15.2% |
| 2024 | +24.9% |
| 2023 | +36.3% |
| 2022 | -12.9% |
+94.7% in total, which works out to +16.3% a year over the 4 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -12.9% (net of fees, dividends reinvested). Its best year was 2023 (+36.3%).
-20.1%, from a peak on 2025-02-19 to a trough on 2025-04-08. From that trough it took 122 days (about 4.0 months) to climb back to the earlier peak.
It does not say JEPQ is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -20.1% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.