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 Wed 2025-04-30?
JEPIX ×
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Returns

Fri 2018-08-31? to Wed 2025-04-30? Overall
Return 		Exponential
Trendline
JEPIX × 		+29.75%
+3.98%/yr 		+4.66%/yr
(R2=0.714)
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Growth of $10,000

Fri 2018-08-31? to Wed 2025-04-30? Start
Value 		End
Value
JEPIX × 		$10,000.00
2018-08-31 		$12,974.50
2025-04-30
JPMorgan Equity Premium Income Fund Class I Mutual Fund

Annual Returns

Year JEPIX
2025 (YTD) −2.47%
2024 +10.00%
2023 +5.48%
2022 −9.68%
2021 +13.40%
2020 +4.55%
2019 +6.73%
2018 +1.04%

Drawdowns

Fri 2018-08-31? to Wed 2025-04-30? Final
Drawdown 		Worst
Drawdown
JEPIX × 		−6.91% −32.60%
2020-03-23
JPMorgan Equity Premium Income Fund Class I Mutual Fund