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 2023-12-29?
JEPIX ×
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Fri 2023-12-29? Overall
Return 		Exponential
Trendline
JEPIX × 		+21.72%
+3.76%/yr 		+4.16%/yr
(R2=0.528)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Fri 2023-12-29? Start
Value 		End
Value
JEPIX × 		$10,000.00
2018-08-31 		$12,172.28
2023-12-29
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year JEPIX
2025 (YTD) −4.41%
2024 +10.00%
2023 +5.43%
2022 −9.67%
2021 +13.37%
2020 +4.60%
2019 +6.67%
2018 +1.03%

Drawdowns

Fri 2018-08-31? to Fri 2023-12-29? Final
Drawdown 		Worst
Drawdown
JEPIX × 		−4.76% −32.64%
2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund