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 2024-11-27 YTD
Return
TRR
Price
JEPI
×
+13.67%
2024-11-27
1.452 TRR
2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2024-11-27 Overall
Return
Exponential
Trendline
JEPI
×
+45.16%
+8.59%/yr
+4.03%/yr
(R2=0.490)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2024-11-27 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,515.67
2024-11-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2024 (YTD) +13.67%
2023 +6.25%
2022 −9.35%
2021 +13.54%
2020 +16.77%

Drawdowns

Thu 2020-05-21? to Wed 2024-11-27 Current
Drawdown
Worst
Drawdown
JEPI
×
0.00% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund