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

Total Real Returns

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

Tue 2023-09-19💬 to Thu 2026-06-18💬 YTD
Return
1 Year
Return
JEPI
×
−2.67%
2026-06-18
+4.61%
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+4.98%
2026-06-18
+15.25%
2026-06-18
Defiance S&P 500 Enhanced Options 0DTE Income ETF Exchange-Traded Fund

Returns

Tue 2023-09-19💬 to Thu 2026-06-18💬 Overall
Return
Exponential
Trendline
JEPI
×
+15.89%
+5.52%/yr
+6.52%/yr
(R2=0.756)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+754.72%
+118.44%/yr
+119.30%/yr
(R2=0.715)
Defiance S&P 500 Enhanced Options 0DTE Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19💬 to Thu 2026-06-18💬 Start
Value
End
Value
JEPI
×
$10,000.00
2023-09-19
$11,588.95
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$85,471.63
2026-06-18
Defiance S&P 500 Enhanced Options 0DTE Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPY
2026 (YTD) −2.67% +4.98%
2025 +5.28% +9.35%
2024 +9.43% +398.59%
2023 +6.27% +49.34%
2022 −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Tue 2023-09-19💬 to Thu 2026-06-18💬 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.24%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−2.33%
from 2026-06-02 peak
−16.88%
2025-04-10
from 2024-12-06 peak
Defiance S&P 500 Enhanced Options 0DTE Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.61% +9.39%
+4.59%/yr
+17.56%
+5.54%/yr
+17.00%
+3.19%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+15.25% +269.10%
+92.12%/yr
Defiance S&P 500 Enhanced Options 0DTE Income ETF Exchange-Traded Fund