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 Fri 2022-12-30?
JEPIX ×
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Fri 2022-12-30? Overall
Return 		Exponential
Trendline
JEPIX × 		+35.73%
+7.31%/yr 		+9.24%/yr
(R2=0.759)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Fri 2022-12-30? Start
Value 		End
Value
JEPIX × 		$10,000.00
2018-08-31 		$13,573.46
2022-12-30
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year JEPIX
2025 (YTD) +1.32%
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 Fri 2022-12-30? Final
Drawdown 		Worst
Drawdown
JEPIX × 		−4.04% −32.63%
2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund