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 +7.63% over the past year and +3.37% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +92.23% in nominal total return, or +11.17%/yr, and is currently −1.77% below its total-return high on Feb. 27, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2020-05-21💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
JEPI × 		+92.23%
+11.17%/yr 		+9.30%/yr
R2=0.931
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Fri 2026-07-24 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$19,222.76
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
JEPI × 		+3.37% +7.63%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−1.77%
on 2026-07-24
from 2026-02-27 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+7.63% +18.58%
+8.89%/yr 		+28.73%
+8.78%/yr 		+41.37%
+7.17%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +3.37%
2025 +8.10%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%