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

Total Real Returns

JEPI: Total Return Chart (with Dividends Reinvested)

×
Thu 2020-05-21? to Wed 2024-08-21?
JEPI ×
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2024-08-21? Overall
Return 		Exponential
Trendline
JEPI × 		+67.74%
+12.94%/yr 		+9.18%/yr
(R2=0.832)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2024-08-21? Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$16,773.59
2024-08-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +2.16%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Thu 2020-05-21? to Wed 2024-08-21? Final
Drawdown 		Worst
Drawdown
JEPI × 		0.00% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund