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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-03-19 YTD
Return
TRR
Price
JEPI
×
−0.38%
2025-03-19
1.392 TRR
2025-03-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-03-19 Overall
Return
Exponential
Trendline
JEPI
×
+39.23%
+7.10%/yr
+4.42%/yr
(R2=0.569)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-03-19 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,922.85
2025-03-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −0.38%
2024 +9.44%
2023 +6.26%
2022 −9.33%
2021 +13.53%
2020 +16.76%

Drawdowns

Thu 2020-05-21? to Wed 2025-03-19 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.54% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund