The total return over the past 12 months is +6.57% vs. +16.26% for the S&P 500. So far it's up +3.74% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (1.62%) | +1.45% | (1.31%) | N/A | N/A | N/A |
| Total Return CAGR | +6.57% | +10.05% | +7.61% | N/A | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +10.32% | (9.13%) | +11.78% | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
JPMorgan Equity Premium Income ETF (JEPI)
| Year | Start price | End price | JEPI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $57.24 | $55.93 | +3.74% | +13.75% | (10.01%) |
| 2025 | $57.53 | $57.24 | +8.11% | +17.72% | (9.61%) |
| 2024 | $54.98 | $57.53 | +12.58% | +24.89% | (12.31%) |
| 2023 | $54.49 | $54.98 | +9.81% | +26.19% | (16.38%) |
| 2022 | $63.19 | $54.49 | (3.52%) | (18.17%) | +14.65% |
| 2021 | $55.75 | $63.19 | +21.50% | +28.74% | (7.24%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
