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