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JPMorgan Equity Premium Income I (JEPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.01-0.02 (-0.14%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.71%
5-year average return8.47%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)21.29%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return21.29%
Worst 3-yr total return7.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJEPIXCategory
YTD6.09%11.36%
1-month0.51%1.08%
3-month-0.19%5.12%
1-year10.32%28.59%
3-year6.72%9.08%
5-year8.78%8.21%
10-year0.00%7.85%
Last bull market13.46%22.28%
Last bear market-7.19%-18.84%

Annual total return (%) history

Year
JEPIXCategory
2024
N/AN/A
2023
9.60%N/A
2022
-3.88%N/A
2021
21.29%N/A
2020
5.89%4.24%
2019
21.08%18.81%
2018
N/A-5.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.29%-0.19%N/AN/A
20231.63%3.71%-1.53%5.60%
2022-1.64%-7.19%-5.09%10.95%
20215.15%6.08%-0.06%8.80%
2020-17.52%10.27%7.15%8.66%
201910.17%3.58%3.33%2.69%
2018-8.03%N/AN/AN/A

Rank in category (by total return)

YTD61
1-month62
3-month59
1-year58
3-year43
5-year27

Load adjusted returns

1-year10.32%
3-year6.72%
5-year8.78%
10-yearN/A