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 Tue 2026-05-12 YTD
Return
TRR
Price
JEPI
×
−2.17%
2026-05-12
1.439 TRR
2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2026-05-12 Overall
Return
Exponential
Trendline
JEPI
×
+43.93%
+6.29%/yr
+4.75%/yr
(R2=0.730)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2026-05-12 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,393.16
2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2026 (YTD) −2.17%
2025 +5.28%
2024 +9.43%
2023 +6.27%
2022 −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Thu 2020-05-21? to Tue 2026-05-12 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.27% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-12 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.43%/yr
+4.42% total
+4.16%/yr
+8.51% total
+5.79%/yr
+18.39% total
+3.30%/yr
+17.61% total
JPMorgan Equity Premium Income ETF Exchange-Traded Fund