All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? 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
JEPQ
×
+14.15%
2024-09-30
1.279 TRR
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
JEPI
×
+13.83%
+5.52%/yr
+7.43%/yr
(R2=0.806)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+27.86%
+10.74%/yr
+18.90%/yr
(R2=0.849)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2024-09-30 Start
Value
End
Value
JEPI
×
$10,000.00
2022-05-04
$11,382.94
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,786.31
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ
2024 (YTD) +10.31% +14.15%
2023 +6.26% +31.84%
2022 −9.36% −15.04%
2021 +13.54%
2020 +16.76%

Drawdowns

Wed 2022-05-04? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
JEPI
×
0.00% −12.43%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−0.62% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund