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 +4.47% over the past year and +2.12% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +50.25% in real purchasing-power return, or +6.55%/yr, and is currently −2.15% below its real total-return high on Feb. 27, 2026.

Data ending Tue Oct. 20, 2026

Growth of $10,000

Thu 2020-05-21💬 to Tue 2026-10-20 Overall
Return 		Exponential
Trendline
JEPI × 		+50.25%
+6.55%/yr 		+4.75%/yr
R2=0.769
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Tue 2026-10-20 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$15,024.64
2026-10-20

This Year’s Performance

through 2026-10-20

  YTD YoY
JEPI × 		+2.12% +4.47%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−2.15%
on 2026-10-20
from 2026-02-27 peak 		−18.27%
on 2022-09-30
from 2021-12-31 peak

Rolling Returns

Period ending Tue 2026-10-20 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+4.47% +5.30%
+2.61%/yr 		+25.88%
+7.97%/yr 		+17.08%
+3.20%/yr 		—

Annual Returns

Year JEPI
2026 (YTD) +2.12%
2025 +5.28%
2024 +9.43%
2023 +6.27%
2022 −9.35%
2021 +13.54%
2020 +16.76%