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 Fri 2025-05-02 YTD
Return 		TRR
Price
JEPI × 		−2.09%
2025-05-02 		1.368 TRR
2025-05-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-05-02 Overall
Return 		Exponential
Trendline
JEPI × 		+36.79%
+6.54%/yr 		+4.35%/yr
(R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-05-02 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-05-21 		$13,679.04
2025-05-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −2.09%
2024 +9.43%
2023 +6.26%
2022 −9.35%
2021 +13.54%
2020 +16.74%

Drawdowns

Thu 2020-05-21? to Fri 2025-05-02 Current
Drawdown 		Worst
Drawdown
JEPI × 		−6.19% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund