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 Thu 2025-04-10?
JEPIX ×
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Thu 2025-04-10? Overall
Return 		Exponential
Trendline
JEPIX × 		+57.89%
+7.15%/yr 		+9.30%/yr
(R2=0.910)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Thu 2025-04-10? Start
Value 		End
Value
JEPIX × 		$10,000.00
2018-08-31 		$15,788.60
2025-04-10
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 Thu 2025-04-10? Final
Drawdown 		Worst
Drawdown
JEPIX × 		−9.61% −32.63%
2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund