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

Total Real Returns

JEPIX: Total Return Chart (with Dividends Reinvested)

Fri 2018-08-31? to Mon 2025-04-28 YTD
Return
TR
Price
JEPIX
×
−3.32%
2025-04-28
1.621 TR
2025-04-28
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
JEPIX
×
+62.05%
+7.52%/yr
+9.26%/yr
(R2=0.910)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Mon 2025-04-28 Start
Value
End
Value
JEPIX
×
$10,000.00
2018-08-31
$16,205.03
2025-04-28
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year JEPIX
2025 (YTD) −3.32%
2024 +13.17%
2023 +8.98%
2022 −3.81%
2021 +21.32%
2020 +6.02%
2019 +9.12%
2018 +0.67%

Drawdowns

Fri 2018-08-31? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
JEPIX
×
−7.22% −32.63%
2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund