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 +9.21% over the past year and +5.49% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +96.16% in nominal total return, or +11.31%/yr, and is currently −0.98% below its total-return high on Aug. 26, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2020-05-21💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
JEPI × 		+96.16%
+11.31%/yr 		+9.30%/yr
R2=0.935
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Fri 2026-09-04 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$19,616.04
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
JEPI × 		+5.49% +9.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−0.98%
on 2026-09-04
from 2026-08-26 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+9.21% +15.76%
+7.59%/yr 		+31.20%
+9.47%/yr 		+41.40%
+7.17%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +5.49%
2025 +8.10%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%