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 Wed 2025-06-18 YTD
Return
TRR
Price
JEPI
×
−1.43%
2025-06-18
1.377 TRR
2025-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
JEPI
×
+37.73%
+6.51%/yr
+4.35%/yr
(R2=0.594)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-06-18 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,773.17
2025-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −1.43%
2024 +9.44%
2023 +6.25%
2022 −9.34%
2021 +13.52%
2020 +16.75%

Drawdowns

Thu 2020-05-21? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
JEPI
×
−5.54% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund