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

Total Real Returns

JEPI: Total Return Chart (with Dividends Reinvested)

JEPI total return snapshot: JEPI returned +7.90% over the past year and +3.90% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +93.21% in nominal total return, or +11.24%/yr, and is currently −1.27% below its total-return high on Feb. 27, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Thu 2020-05-21💬 to Mon 2026-07-27 Overall
Return 		Exponential
Trendline
JEPI × 		+93.21%
+11.24%/yr 		+9.30%/yr
R2=0.932
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Mon 2026-07-27 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$19,320.91
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
JEPI × 		+3.90% +7.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−1.27%
on 2026-07-27
from 2026-02-27 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+7.90% +17.88%
+8.57%/yr 		+29.89%
+9.11%/yr 		+42.09%
+7.28%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +3.90%
2025 +8.10%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%