All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2023-12-29 to Tue 2024-10-22 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+11.09%
2024-10-22 |
1.419 TRR
2024-10-22 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Fri 2023-12-29 to Tue 2024-10-22 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+11.09%
+13.76%/yr |
+11.05%/yr
(R2=0.734) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Fri 2023-12-29 to Tue 2024-10-22 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2023-12-29 |
$11,109.04
2024-10-22 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | JEPI |
---|---|
2024 (YTD) | +11.09% |
2023 | +6.26% |
2022 | −9.34% |
2021 | +13.54% |
2020 | +16.76% |
Fri 2023-12-29 to Tue 2024-10-22 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −0.53% |
−3.89%
2024-04-19 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||