All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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