JEPIX Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

JEPIX: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Fri 2018-08-31^? to Tue 2026-03-31	YTD Return	TR Price
JEPIX ^×	−0.51% 2026-03-31	1.798 TR 2026-03-31
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31^? to Tue 2026-03-31	Overall Return	Exponential Trendline
JEPIX ^×	+79.81% +8.05%/yr	+9.20%/yr (R²=0.936)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31^? to Tue 2026-03-31	Start Value	End Value
JEPIX ^×	$10,000.00 2018-08-31	$17,980.58 2026-03-31
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year	JEPIX
2026 (YTD)	−0.51%
2025	+7.82%
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 Tue 2026-03-31	Current Drawdown	Worst Drawdown
JEPIX ^×	−5.53%	−32.63% 2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund