All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Mon 2024-11-04 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+10.34%
2024-11-04 |
1.399 TRR
2024-11-04 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
O × |
+5.01%
2024-11-04 |
22.37 TRR
2024-11-04 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Thu 2020-05-21? to Mon 2024-11-04 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+39.85%
+7.82%/yr |
+3.88%/yr
(R2=0.468) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
O × |
+19.20%
+4.02%/yr |
−3.17%/yr
(R2=0.195) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Thu 2020-05-21? to Mon 2024-11-04 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2020-05-21 |
$13,985.16
2024-11-04 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
O × |
$10,000.00
2020-05-21 |
$11,919.98
2024-11-04 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Year | JEPI | O |
---|---|---|
2024 (YTD) | +10.34% | +5.01% |
2023 | +6.27% | −7.65% |
2022 | −9.35% | −12.99% |
2021 | +13.55% | +15.80% |
2020 | +16.75% | −12.79% |
2019 | — | +18.56% |
2018 | — | +13.76% |
2017 | — | +1.54% |
2016 | — | +13.42% |
2015 | — | +12.56% |
2014 | — | +33.33% |
2013 | — | −3.74% |
2012 | — | +18.27% |
2011 | — | +4.42% |
2010 | — | +37.21% |
2009 | — | +17.61% |
2008 | — | −8.31% |
2007 | — | −0.76% |
2006 | — | +32.66% |
2005 | — | −12.37% |
2004 | — | +29.60% |
2003 | — | +19.40% |
2002 | — | +24.52% |
2001 | — | +26.16% |
2000 | — | +28.36% |
1999 | — | −11.49% |
1998 | — | +3.90% |
1997 | — | +12.81% |
1996 | — | +11.05% |
1995 | — | +40.57% |
1994 | — | +9.85% |
Thu 2020-05-21? to Mon 2024-11-04 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −1.95% |
−18.27%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
O × | −17.45% |
−37.83%
2023-10-30 |
||||
Realty Income Corporation NYSE Common Stock | ||||||