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 Mon 2025-07-14	YTD Return	TR Price
JEPIX ^×	+2.71% 2025-07-14	1.72 TR 2025-07-14
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31^? to Mon 2025-07-14	Overall Return	Exponential Trendline
JEPIX ^×	+72.00% +8.22%/yr	+9.03%/yr (R²=0.913)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31^? to Mon 2025-07-14	Start Value	End Value
JEPIX ^×	$10,000.00 2018-08-31	$17,200.19 2025-07-14
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year	JEPIX
2025 (YTD)	+2.71%
2024	+13.17%
2023	+8.98%
2022	−3.81%
2021	+21.32%
2020	+6.02%
2019	+9.02%
2018	+0.67%

Drawdowns

Fri 2018-08-31^? to Mon 2025-07-14	Current Drawdown	Worst Drawdown
JEPIX ^×	−1.23%	−32.63% 2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund