JEPIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2018-08-31? to Mon 2025-07-21	YTD Return	TRR Price
JEPIX ×	+0.28% 2025-07-21	1.342 TRR 2025-07-21
JPMorgan Equity Premium Income Fund Class I Mutual Fund

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Returns

Fri 2018-08-31? to Mon 2025-07-21	Overall Return	Exponential Trendline
JEPIX ×	+34.16% +4.36%/yr	+4.48%/yr (R2=0.722)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

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Growth of $10,000

Fri 2018-08-31? to Mon 2025-07-21	Start Value	End Value
JEPIX ×	$10,000.00 2018-08-31	$13,415.79 2025-07-21
JPMorgan Equity Premium Income Fund Class I Mutual Fund

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Annual Returns

Year	JEPIX
2025 (YTD)	+0.28%
2024	+10.02%
2023	+5.45%
2022	−9.69%
2021	+13.34%
2020	+4.59%
2019	+6.59%
2018	+1.05%

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Drawdowns

Fri 2018-08-31? to Mon 2025-07-21	Current Drawdown	Worst Drawdown
JEPIX ×	−3.62%	−32.63% 2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund