JEPQ Total Return Calculator
$10,000 since May 2022, with and without reinvesting · data through Oct 2026
Since May 2022, $10,000 became $19,205 reinvested (15.9% a year), or $16,986 taking the distributions as cash, $5,281 of it paid out along the way.
JEPQ became
$19,205
S&P 500: $19,438
Return a year
15.9%
S&P 500: 16.2%
Payouts reinvested
$6,897
bought more shares
Worst drop
-13.5%
S&P 500: -12.9%
$10,000, May 2022 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JEPQ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.3% | $1,693 | +11.7% |
| 2025 | +15.2% | $1,778 | +17.7% |
| 2024 | +24.8% | $1,430 | +24.9% |
| 2023 | +36.3% | $1,193 | +26.2% |
| 2022 (part) | −9.5% | $802 | −6.2% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JEPQ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in JEPQ at the end of May 2022, with distributions reinvested, was worth $19,205 at the end of Oct 2026: 15.9% a year, against $19,438 (16.2% a year) in the S&P 500.
- Taking JEPQ's distributions as cash instead of reinvesting them, the same $10,000 ended at $16,986, including $5,281 of cash received; reinvesting added $2,219.
- JEPQ's best calendar year in that time was 2023 (36.3%) and its worst 2025 (15.2%), with distributions reinvested.
Cite this page
SmarterDividends, "JEPQ Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JEPQ/total-return
JEPQ total return questions
What is JEPQ's total return since May 2022?
92% in total, or 15.9% a year, through Oct 2026 with distributions reinvested. The share price alone rose 17%.
How much of JEPQ's return came from distributions?
About 77% of its yearly return since May 2022. Reinvesting them, rather than taking cash, left you $2,219 better off on a $10,000 start.
What was JEPQ's worst year?
2025, at 15.2% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -13.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.