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 2025-04-02?
JEPI ×
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-02? Overall
Return 		Exponential
Trendline
JEPI × 		+39.12%
+7.02%/yr 		+4.44%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02? Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$13,911.55
2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −2.60%
2024 +9.43%
2023 +6.28%
2022 −9.36%
2021 +13.56%
2020 +16.73%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-02? Final
Drawdown 		Worst
Drawdown
JEPI × 		−4.60% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund