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

Total Real Returns

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

Thu 2020-05-21? to Fri 2025-06-06 YTD
Return
TR
Price
JEPI
×
+1.04%
2025-06-06
1.738 TR
2025-06-06
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
+7.89%
2025-06-06
47.05 TR
2025-06-06
Realty Income Corporation NYSE Common Stock

Returns

Thu 2020-05-21? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
JEPI
×
+73.80%
+11.58%/yr
+9.47%/yr
(R2=0.888)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
+43.75%
+7.46%/yr
+1.84%/yr
(R2=0.089)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2020-05-21? to Fri 2025-06-06 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$17,380.43
2025-06-06
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
$10,000.00
2020-05-21
$14,375.30
2025-06-06
Realty Income Corporation NYSE Common Stock

Annual Returns

Year JEPI O
2025 (YTD) +1.04% +7.89%
2024 +12.59% −2.11%
2023 +9.82% −4.55%
2022 −3.49% −7.37%
2021 +21.53% +24.09%
2020 +18.61% −11.47%
2019 +21.27%
2018 +15.95%
2017 +3.68%
2016 +15.78%
2015 +13.38%
2014 +34.35%
2013 −2.30%
2012 +20.32%
2011 +7.53%
2010 +39.32%
2009 +20.82%
2008 −8.22%
2007 +3.27%
2006 +36.05%
2005 −9.41%
2004 +33.87%
2003 +21.61%
2002 +27.48%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.77%
1996 +14.70%
1995 +46.26%
1994 +10.04%

Drawdowns

Thu 2020-05-21? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.19% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
−12.75% −34.47%
2023-10-30
Realty Income Corporation NYSE Common Stock