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 2020-12-31 to Tue 2025-04-29 YTD
Return
TRR
Price
JEPI
×
−3.61%
2025-04-29
1.347 TRR
2025-04-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-12-31 to Tue 2025-04-29 Overall
Return
Exponential
Trendline
JEPI
×
+15.38%
+3.36%/yr
+3.23%/yr
(R2=0.394)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-12-31 to Tue 2025-04-29 Start
Value
End
Value
JEPI
×
$10,000.00
2020-12-31
$11,538.30
2025-04-29
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −3.61%
2024 +9.45%
2023 +6.27%
2022 −9.36%
2021 +13.55%
2020 +16.74%

Drawdowns

Thu 2020-12-31 to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
JEPI
×
−7.64% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund