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

Thu 2020-05-28? to Mon 2026-05-18	YTD Return	1 Year Return
JEPI ×	−2.15% 2026-05-18	+4.37% 2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SGOV ×	−1.56% 2026-05-18	+0.10% 2026-05-18
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Mon 2026-05-18	Overall Return	Exponential Trendline
JEPI ×	+40.58% +5.87%/yr	+4.72%/yr (R2=0.729)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SGOV ×	−8.64% −1.50%/yr	−1.04%/yr (R2=0.208)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Mon 2026-05-18	Start Value	End Value
JEPI ×	$10,000.00 2020-05-28	$14,057.93 2026-05-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$9,135.90 2026-05-18
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

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Annual Returns

Year	JEPI	SGOV
2026 (YTD)	−2.15%	−1.56%
2025	+5.28%	+1.53%
2024	+9.43%	+2.33%
2023	+6.27%	+1.71%
2022	−9.35%	−4.59%
2021	+13.54%	−6.54%
2020	+16.76%	−1.52%

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Drawdowns

Thu 2020-05-28? to Mon 2026-05-18	Current Drawdown	Worst Drawdown
JEPI ×	−6.24% from 2026-02-27 peak	−18.27% 2022-09-30 from 2021-12-31 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SGOV ×	−8.64%	−13.24% 2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

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Rolling Returns

Period ending Mon 2026-05-18	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ×	+4.37%	+8.03% +3.93%/yr	+18.05% +5.69%/yr	+16.40% +3.08%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SGOV ×	+0.10%	+2.53% +1.26%/yr	+4.66% +1.53%/yr	−4.47% −0.91%/yr	—
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund