Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPIX (JPMorgan Equity Premium Income Fund Class I) | 0.18% | 7.68% | 8.75% | 7.14% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPIX (JPMorgan Equity Premium Income Fund Class I) | 09/06/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 7.68 | 8.75 | 7.14 | NA | NA | NA | … | … | 0.18 | 7.82 | 12.43 | 9.69 | -3.81 | 21.32 | 6.02 | 6.85 | 0.47 |
| Sharpe Ratio | NA | 0.59 | 0.52 | 0.40 | NA | NA | NA | … | … | -0.21 | 0.36 | 1.12 | 0.67 | -0.34 | 2.46 | 0.20 | 0.42 | 1.02 |
| Standard Deviation(%) | NA | 8.58 | 10.52 | 11.45 | NA | NA | NA | … | … | 10.12 | 13.83 | 7.86 | 9.14 | 15.49 | 8.64 | 29.02 | 9.48 | 4.79 |
| Draw Down(%) | NA | 7.41 | 13.42 | 13.67 | NA | NA | NA | … | … | 7.41 | 13.16 | 4.98 | 7.00 | 13.67 | 4.46 | 32.63 | 3.93 | 1.25 |
| Yield(%) | 0.71 | 8.11 | 8.08 | 8.17 | 6.15 | 4.10 | 3.08 | … | … | 3.42 | 8.08 | 7.52 | 8.50 | 10.53 | 8.59 | 10.88 | 5.94 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPIX (JPMorgan Equity Premium Income Fund Class I) |
4.60%
Sep 2019 – Sep 2022 |
7.46%
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 |
|---|---|---|---|---|
| JEPIX (JPMorgan Equity Premium Income Fund Class I) |
15.11%
Mar 2020 – Mar 2023 |
13.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart