All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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 | ||||||
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 | ||||||
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 | ||||||
Year | JEPI |
---|---|
2025 (YTD) | −3.61% |
2024 | +9.45% |
2023 | +6.27% |
2022 | −9.36% |
2021 | +13.55% |
2020 | +16.74% |
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 | ||||||