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 Fri 2025-02-07 YTD
Return
TRR
Price
JEPI
×
+2.46%
2025-02-07
1.432 TRR
2025-02-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-02-07 Overall
Return
Exponential
Trendline
JEPI
×
+43.18%
+7.91%/yr
+4.33%/yr
(R2=0.544)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-02-07 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,318.07
2025-02-07
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +2.46%
2024 +9.44%
2023 +6.26%
2022 −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Thu 2020-05-21? to Fri 2025-02-07 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.82% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund