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 +5.69% over the past year and +3.20% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +51.81% in real purchasing-power return, or +6.66%/yr, and is currently −1.14% below its real total-return high on Nov. 4, 2026.

Data ending Tue Nov. 10, 2026

Growth of $10,000

Thu 2020-05-21💬 to Tue 2026-11-10 Overall
Return 		Exponential
Trendline
JEPI × 		+51.81%
+6.66%/yr 		+4.75%/yr
R2=0.774
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Tue 2026-11-10 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$15,180.54
2026-11-10

This Year’s Performance

through 2026-11-10

  YTD YoY
JEPI × 		+3.20% +5.69%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−1.14%
on 2026-11-10
from 2026-11-04 peak 		−18.27%
on 2022-09-30
from 2021-12-31 peak

Rolling Returns

Period ending Tue 2026-11-10 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+5.69% +5.54%
+2.73%/yr 		+23.59%
+7.32%/yr 		+18.16%
+3.39%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +3.20%
2025 +5.28%
2024 +9.42%
2023 +6.27%
2022 −9.35%
2021 +13.53%
2020 +16.76%