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 2025-06-23	YTD Return	TR Price
JEPIX ^×	+0.53% 2025-06-23	1.683 TR 2025-06-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31^? to Mon 2025-06-23	Overall Return	Exponential Trendline
JEPIX ^×	+68.27% +7.94%/yr	+9.02%/yr (R²=0.911)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31^? to Mon 2025-06-23	Start Value	End Value
JEPIX ^×	$10,000.00 2018-08-31	$16,826.95 2025-06-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year	JEPIX
2025 (YTD)	+0.53%
2024	+13.16%
2023	+8.98%
2022	−3.81%
2021	+21.31%
2020	+6.00%
2019	+9.01%
2018	+0.67%

Drawdowns

Fri 2018-08-31^? to Mon 2025-06-23	Current Drawdown	Worst Drawdown
JEPIX ^×	−3.33%	−32.63% 2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund