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

Total Real Returns

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

Thu 2020-05-21? to Thu 2025-04-03 YTD
Return
TRR
Price
O
×
+7.44%
2025-04-03
22.12 TRR
2025-04-03
Realty Income Corporation NYSE Common Stock
JEPI
×
−3.58%
2025-04-03
1.348 TRR
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
O
×
+16.07%
+3.11%/yr
−3.09%/yr
(R2=0.226)
Realty Income Corporation NYSE Common Stock
JEPI
×
+34.76%
+6.32%/yr
+4.44%/yr
(R2=0.577)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-03 Start
Value
End
Value
O
×
$10,000.00
2020-05-21
$11,607.00
2025-04-03
Realty Income Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$13,475.71
2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year O JEPI
2025 (YTD) +7.44% −3.58%
2024 −4.84% +9.44%
2023 −7.65% +6.26%
2022 −13.00% −9.35%
2021 +15.81% +13.55%
2020 −12.78% +16.77%
2019 +18.57%
2018 +13.77%
2017 +1.53%
2016 +13.44%
2015 +12.56%
2014 +33.33%
2013 −3.75%
2012 +18.26%
2011 +4.43%
2010 +37.30%
2009 +17.64%
2008 −8.35%
2007 −0.77%
2006 +32.68%
2005 −12.39%
2004 +29.62%
2003 +19.38%
2002 +24.52%
2001 +26.17%
2000 +28.37%
1999 −11.50%
1998 +3.91%
1997 +12.86%
1996 +11.01%
1995 +42.64%
1994 +9.85%

Drawdowns

Thu 2020-05-21? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
O
×
−19.63% −37.83%
2023-10-30
Realty Income Corporation NYSE Common Stock
JEPI
×
−7.61% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund