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 Mon 2025-05-12 YTD
Return
TRR
Price
JEPI
×
−1.63%
2025-05-12
1.378 TRR
2025-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−2.52%
2025-05-12
7.258 TRR
2025-05-12
Tidal Trust II Exchange-Traded Fund

Returns

Tue 2023-09-19? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
JEPI
×
+10.94%
+6.51%/yr
+9.48%/yr
(R2=0.682)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+625.76%
+233.53%/yr
+356.06%/yr
(R2=0.855)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19? to Mon 2025-05-12 Start
Value
End
Value
JEPI
×
$10,000.00
2023-09-19
$11,094.00
2025-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$72,576.48
2025-05-12
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPI JEPY
2025 (YTD) −1.63% −2.52%
2024 +9.43% +398.56%
2023 +6.27% +49.33%
2022 −9.36%
2021 +13.55%
2020 +16.76%

Drawdowns

Tue 2023-09-19? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
JEPI
×
−5.48% −14.45%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−7.19% −16.50%
2025-04-10
Tidal Trust II Exchange-Traded Fund