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 Mon 2024-09-30 YTD
Return
TRR
Price
JEPI
×
+10.31%
2024-09-30
1.409 TRR
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
JEPI
×
+40.85%
+8.17%/yr
+3.67%/yr
(R2=0.433)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2024-09-30 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,085.21
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2024 (YTD) +10.31%
2023 +6.26%
2022 −9.36%
2021 +13.54%
2020 +16.76%

Drawdowns

Thu 2020-05-21? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
JEPI
×
0.00% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund