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 Thu 2025-04-17 YTD
Return
TRR
Price
JEPI
×
−6.18%
2025-04-17
1.311 TRR
2025-04-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
JEPI
×
+31.09%
+5.67%/yr
+4.38%/yr
(R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-17 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,109.00
2025-04-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −6.18%
2024 +9.43%
2023 +6.25%
2022 −9.35%
2021 +13.53%
2020 +16.75%

Drawdowns

Thu 2020-05-21? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
JEPI
×
−10.10% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund