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 Tue 2019-12-31?
JEPIX ×
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Tue 2019-12-31? Overall
Return 		Exponential
Trendline
JEPIX × 		+7.77%
+5.77%/yr 		+5.71%/yr
(R2=0.413)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Tue 2019-12-31? Start
Value 		End
Value
JEPIX × 		$10,000.00
2018-08-31 		$10,777.15
2019-12-31
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 Tue 2019-12-31? Final
Drawdown 		Worst
Drawdown
JEPIX × 		0.00% −12.44%
2019-01-03
JPMorgan Equity Premium Income Fund Class I Mutual Fund