JEPI
JPMorgan Equity Premium Income ETF
ETF
$56.51−0.25 (−0.44%)Close Sep 28, 2026
JEPI returned 10.96% a year from May 2020 to Sep 2026, turning $10,000 into $19,367. It fell 13.71% from Apr 2022 to Sep 2022, and it took 1.2 years to get back to its high.
May 21, 2020 – Sep 28, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $19,367 | 10.96% | −13.71% | 1.03 |
| $10,000 became | $19,367 |
|---|---|
| CAGR | 10.96% |
| Max drawdown | −13.71% |
| Sharpe ratio | 1.03 |
Loading the growth chart…
Growth of $10,000
- JEPI
Trailing returns
| Period | JEPI |
|---|---|
| 1M | −1.58% |
| 3M | +2.63% |
| 6M | +6.09% |
| YTD | +4.18% |
| 1Y | +7.51% |
| 3Y | +10.10% |
| 5Y | +7.71% |
| Since 2020 | +10.96% |
Metrics
| Return | JEPI |
|---|---|
| Final balance | $19,367 |
| Total return | 93.67% |
| CAGR | 10.96% |
| Calendar years | JEPI |
| Best year | 21.53% |
| Worst year | −3.49% |
| Positive years | 4 of 5 |
| Risk | JEPI |
| Max drawdown | −13.71% |
| Longest drawdown | 1.2 years |
| Volatility (annualized) | 10.64% |
| Risk-adjusted | JEPI |
| Sharpe ratio | 1.03 |
| Sortino ratio | 1.48 |
| Calmar ratio | 0.80 |
| Return | JEPI |
|---|---|
| Final balance | $19,367 |
| Total return | 93.67% |
| CAGR | 10.96% |
| Calendar years | JEPI |
| Best year | 21.53% |
| Worst year | −3.49% |
| Positive years | 4 of 5 |
| Risk | JEPI |
|---|---|
| Max drawdown | −13.71% |
| Longest drawdown | 1.2 years |
| Volatility (annualized) | 10.64% |
| Risk-adjusted | JEPI |
| Sharpe ratio | 1.03 |
| Sortino ratio | 1.48 |
| Calmar ratio | 0.80 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −13.7% | Apr 2022 | Sep 2022 | Jun 2023 |
| −13.3% | Feb 2025 | Apr 2025 | Aug 2025 |
| −7.1% | Dec 2021 | Feb 2022 | Apr 2022 |
| −6.7% | Sep 2023 | Oct 2023 | Dec 2023 |
| −6.7% | Feb 2026 | Mar 2026 | Aug 2026 |
Annual returns
| Year | JEPI |
|---|---|
| 2020from May 21 | +18.61% |
| 2021 | +21.53% |
| 2022 | −3.49% |
| 2023 | +9.82% |
| 2024 | +12.57% |
| 2025 | +8.09% |
| 2026to Sep 28 | +4.18% |