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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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