All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2018-08-31? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPIX × |
−4.90%
2025-04-25 |
1.273 TRR
2025-04-25 |
||||
JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
Fri 2018-08-31? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPIX × |
+27.34%
+3.70%/yr |
+4.67%/yr
(R2=0.714) |
||||
JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
Fri 2018-08-31? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPIX × |
$10,000.00
2018-08-31 |
$12,734.08
2025-04-25 |
||||
JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||
Year | JEPIX |
---|---|
2025 (YTD) | −4.90% |
2024 | +10.00% |
2023 | +5.43% |
2022 | −9.60% |
2021 | +13.29% |
2020 | +4.60% |
2019 | +6.67% |
2018 | +1.03% |
Fri 2018-08-31? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPIX × | −8.72% |
−32.60%
2020-03-23 |
||||
JPMorgan Equity Premium Income Fund Class I Mutual Fund | ||||||