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 Tue 2025-06-10 YTD
Return
TRR
Price
JEPI
×
−0.16%
2025-06-10
1.389 TRR
2025-06-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+0.95%
2025-06-10
7.516 TRR
2025-06-10
Tidal Trust II Exchange-Traded Fund

Returns

Tue 2023-09-19? to Tue 2025-06-10 Overall
Return
Exponential
Trendline
JEPI
×
+11.84%
+6.70%/yr
+8.68%/yr
(R2=0.653)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+651.60%
+222.00%/yr
+320.50%/yr
(R2=0.844)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19? to Tue 2025-06-10 Start
Value
End
Value
JEPI
×
$10,000.00
2023-09-19
$11,184.08
2025-06-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$75,159.66
2025-06-10
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPI JEPY
2025 (YTD) −0.16% +0.95%
2024 +9.45% +398.60%
2023 +6.25% +49.33%
2022 −9.34%
2021 +13.53%
2020 +16.76%

Drawdowns

Tue 2023-09-19? to Tue 2025-06-10 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.73% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−3.91% −16.53%
2025-04-10
Tidal Trust II Exchange-Traded Fund