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

Total Real Returns

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

×
Thu 2020-05-21? to Wed 2025-02-05?
JEPI
×
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-02-05? Overall
Return
Exponential
Trendline
JEPI
×
+42.90%
+7.87%/yr
+4.31%/yr
(R2=0.541)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-02-05? Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,289.54
2025-02-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −4.10%
2024 +9.43%
2023 +6.27%
2022 −9.36%
2021 +13.55%
2020 +16.74%

Drawdowns

Thu 2020-05-21? to Wed 2025-02-05? Final
Drawdown
Worst
Drawdown
JEPI
×
−2.01% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund