Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) | 0.86% | 7.92% | 9.09% | 7.46% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) | 05/22/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 7.92 | 9.09 | 7.46 | NA | NA | NA | … | … | 0.86 | 8.09 | 12.57 | 9.83 | -3.47 | 21.50 | 18.19 |
| Sharpe Ratio | NA | 0.66 | 0.57 | 0.43 | NA | NA | NA | … | … | -0.19 | 0.39 | 1.18 | 0.73 | -0.32 | 2.55 | 3.27 |
| Standard Deviation(%) | NA | 7.89 | 10.01 | 11.05 | NA | NA | NA | … | … | 9.04 | 13.28 | 7.61 | 8.47 | 15.39 | 8.41 | 9.60 |
| Draw Down(%) | NA | 6.68 | 13.26 | 13.70 | NA | NA | NA | … | … | 6.68 | 13.26 | 4.61 | 6.71 | 13.70 | 4.52 | 4.15 |
| Yield(%) | 0.00 | 8.18 | 8.22 | 8.16 | 5.84 | 3.89 | 2.92 | … | … | 3.41 | 8.21 | 7.65 | 8.48 | 10.11 | 7.55 | 6.45 |
Data as of 06/09/2026, Common starting date is 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) |
6.07%
Dec 2021 – Dec 2024 |
7.47%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) |
12.93%
Sep 2022 – Sep 2025 |
11.56%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart