JEPI
JPMorgan Equity Premium Income ETF
$58.04−0.17 (−0.29%)Close Nov 12, 2026
May 21, 2020 – Nov 12, 2026, Dividends reinvested
- Final balance
- $20,134
- CAGR
- +11.41%
- Max drawdown
- −13.71%
- Sharpe ratio
- 1.07
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Growth of $10,000
Trailing returns (%)
JEPI's average annual return was 7.63% over the last 5 years, through Nov 12, 2026. $10,000 in JEPI on Nov 12, 2021 grew to $14,440 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- +2.51%
- 3M
- +2.23%
- 6M
- +7.60%
- YTD
- +8.30%
- 1Y
- +9.73%
Per year
- 3Y
- +10.98%
- 5Y
- +7.63%
- Since 2020
- +11.41%
Annual returns
2020 from May 21 · 2026 through Nov 12
JEPI returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +8.30% |
| 2025 | +8.09% |
| 2024 | +12.57% |
| 2023 | +9.82% |
| 2022 | −3.49% |
| 2021 | +21.52% |
| 2020 from May 21 | +18.61% |
Metrics
Since 2020| Volatility | 10.70% |
|---|---|
| Sortino ratio | 1.52 |
| Calmar ratio | 0.83 |
| Best year, 2021 | +21.52% |
| Worst year, 2022 | −3.49% |
| Positive years | 4 of 5 |
| Longest drawdown | 1.2 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −13.7% | Apr 2022 | Sep 2022 | Jun 2023 | 1.2 years |
| −13.3% | Feb 2025 | Apr 2025 | Aug 2025 | 6 months |
| −7.1% | Dec 2021 | Feb 2022 | Apr 2022 | 3 months |
| −6.7% | Sep 2023 | Oct 2023 | Dec 2023 | 3 months |
| −6.7% | Feb 2026 | Mar 2026 | Aug 2026 | 5 months |