All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

AMLP,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Thu 2025-07-03 YTD
Return
TR
Price
AMLP
×
+5.97%
2025-07-03
2.065 TR
2025-07-03
Alerian MLP ETF Exchange-Traded Fund
JEPI
×
+3.44%
2025-07-03
1.779 TR
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
AMLP
×
+184.80%
+22.70%/yr
+24.81%/yr
(R2=0.929)
Alerian MLP ETF Exchange-Traded Fund
JEPI
×
+77.94%
+11.92%/yr
+9.44%/yr
(R2=0.891)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-03 Start
Value
End
Value
AMLP
×
$10,000.00
2020-05-21
$28,480.28
2025-07-03
Alerian MLP ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,794.11
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year AMLP JEPI
2025 (YTD) +5.97% +3.44%
2024 +22.76% +12.59%
2023 +21.40% +9.82%
2022 +25.47% −3.49%
2021 +39.09% +21.53%
2020 −32.27% +18.61%
2019 +5.99%
2018 −12.66%
2017 −7.89%
2016 +14.92%
2015 −25.66%
2014 +4.82%
2013 +18.53%
2012 +1.90%
2011 +10.12%
2010 +8.95%

Drawdowns

Thu 2020-05-21? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
AMLP
×
−4.73% −36.66%
2020-09-24
Alerian MLP ETF Exchange-Traded Fund
JEPI
×
−0.89% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund