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)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

Year JEPI
2024 (YTD) +11.09%
2023 +6.26%
2022 −9.34%
2021 +13.54%
2020 +16.76%

Drawdowns

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