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

Total Real Returns

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

Thu 2020-05-21? to Mon 2025-02-10 YTD
Return
TRR
Price
JEPI
×
+2.96%
2025-02-10
1.439 TRR
2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
+1.70%
2025-02-10
20.95 TRR
2025-02-10
Realty Income Corporation NYSE Common Stock

Returns

Thu 2020-05-21? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
JEPI
×
+43.88%
+8.00%/yr
+4.33%/yr
(R2=0.545)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
+9.88%
+2.01%/yr
−3.20%/yr
(R2=0.224)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2020-05-21? to Mon 2025-02-10 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,387.63
2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
$10,000.00
2020-05-21
$10,987.58
2025-02-10
Realty Income Corporation NYSE Common Stock

Annual Returns

Year JEPI O
2025 (YTD) +2.96% +1.70%
2024 +9.42% −4.84%
2023 +6.26% −7.64%
2022 −9.35% −13.00%
2021 +13.56% +15.80%
2020 +16.75% −12.78%
2019 +18.57%
2018 +13.79%
2017 +1.54%
2016 +13.44%
2015 +12.55%
2014 +33.33%
2013 −3.76%
2012 +18.28%
2011 +4.44%
2010 +37.29%
2009 +17.59%
2008 −8.30%
2007 −0.77%
2006 +32.73%
2005 −12.41%
2004 +29.55%
2003 +19.42%
2002 +24.52%
2001 +26.19%
2000 +28.37%
1999 −11.50%
1998 +3.92%
1997 +12.86%
1996 +11.00%
1995 +42.67%
1994 +9.82%

Drawdowns

Thu 2020-05-21? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.35% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
O
×
−23.91% −37.82%
2023-10-30
Realty Income Corporation NYSE Common Stock