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 +8.86% over the past year and +6.02% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +97.15% in nominal total return, or +11.19%/yr, and is currently −0.48% below its total-return high on Aug. 26, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Thu 2020-05-21💬 to Thu 2026-10-15 Overall
Return 		Exponential
Trendline
JEPI × 		+97.15%
+11.19%/yr 		+9.27%/yr
R2=0.937
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Thu 2026-10-15 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$19,715.17
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
JEPI × 		+6.02% +8.86%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−0.48%
on 2026-10-15
from 2026-08-26 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+8.86% +12.90%
+6.26%/yr 		+35.62%
+10.69%/yr 		+43.92%
+7.55%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +6.02%
2025 +8.10%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%