All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FEPI,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
Fri 2023-12-29 to Mon 2024-10-21 YTD
Return
TRR
Price
FEPI
×
+10.77%
2024-10-21
1.241 TRR
2024-10-21
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.18%
2024-10-21
1.42 TRR
2024-10-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Fri 2023-12-29 to Mon 2024-10-21 Overall
Return
Exponential
Trendline
FEPI
×
+10.77%
+13.41%/yr
+7.64%/yr
(R2=0.277)
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.18%
+13.93%/yr
+10.97%/yr
(R2=0.730)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-12-29 to Mon 2024-10-21 Start
Value
End
Value
FEPI
×
$10,000.00
2023-12-29
$11,077.12
2024-10-21
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2023-12-29
$11,118.36
2024-10-21
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year FEPI JEPI
2024 (YTD) +10.77% +11.18%
2023 +12.04% +6.28%
2022 −9.36%
2021 +13.54%
2020 +16.76%

Drawdowns

Fri 2023-12-29 to Mon 2024-10-21 Current
Drawdown
Worst
Drawdown
FEPI
×
−1.96% −14.25%
2024-08-05
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.43% −3.88%
2024-08-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund