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)

JEPI real return snapshot: after CPI-U inflation, JEPI returned +5.16% over the past year and +1.59% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +49.47% in real purchasing-power return, or +6.48%/yr, and is currently −2.66% below its real total-return high on Feb. 27, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2020-05-21💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
JEPI × 		+49.47%
+6.48%/yr 		+4.75%/yr
R2=0.768
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Fri 2026-10-16 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$14,946.75
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
JEPI × 		+1.59% +5.16%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−2.66%
on 2026-10-16
from 2026-02-27 peak 		−18.27%
on 2022-09-30
from 2021-12-31 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+5.16% +4.97%
+2.46%/yr 		+22.33%
+6.95%/yr 		+17.21%
+3.23%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +1.59%
2025 +5.28%
2024 +9.43%
2023 +6.27%
2022 −9.35%
2021 +13.54%
2020 +16.76%