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 2025-04-23 YTD
Return
TRR
Price
JEPI
×
−5.43%
2025-04-23
1.322 TRR
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-23 Overall
Return
Exponential
Trendline
JEPI
×
+32.16%
+5.83%/yr
+4.36%/yr
(R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-23 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,215.50
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −5.43%
2024 +9.43%
2023 +6.25%
2022 −9.34%
2021 +13.53%
2020 +16.77%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-23 Current
Drawdown
Worst
Drawdown
JEPI
×
−9.38% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund