JEPIX Performance & Returns | JPMorgan Equity Premium Income I

JPMorgan Equity Premium Income I (JEPIX)

14.39

+0.05 (+0.35%) USD | Aug 12 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

JPMorgan Equity Premium Income I

21.08%

5.89%

21.29%

-3.44%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-9.34%

Goldman Sachs US Eq Div and Prem Instl

10.77%

25.14%

10.83%

2.49%

13.21%

15.30%

-6.28%

25.06%

14.16%

22.82%

-7.17%

Invesco Income Advantage U.S. Fund Y

17.18%

27.71%

10.66%

-8.77%

9.81%

16.19%

-9.09%

12.59%

-3.04%

22.79%

-7.73%

CBOE Vest Dividend AristocratsTgtIncIns

-4.25%

26.06%

7.34%

24.50%

-4.18%

Main BuyWrite I

2.02%

8.62%

-7.63%

12.99%

3.27%

9.77%

-0.63%

As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

JPMorgan Equity Premium Income I

5.23%

4.99%

1.28%

1.45%

9.61%

8.83%

S&P 500 Total Return

12.23%

9.38%

-2.35%

-2.61%

15.98%

13.90%

13.98%

9.68%

10.25%

10.20%

Goldman Sachs US Eq Div and Prem Instl

10.31%

7.98%

-1.83%

-1.60%

13.01%

10.57%

11.03%

8.10%

8.37%

Invesco Income Advantage U.S. Fund Y

7.24%

6.09%

-2.41%

-3.74%

5.57%

3.62%

6.58%

4.53%

4.83%

CBOE Vest Dividend AristocratsTgtIncIns

9.31%

4.47%

1.64%

0.66%

12.69%

11.16%

Main BuyWrite I

5.10%

6.53%

0.96%

1.83%

5.86%

4.16%

3.95%

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022