Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) | -5.25% | 3.56% | 4.49% | NA | NA | NA | NA | 12.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPI (JPMorgan Equity Premium Income ETF) | 05/22/2020 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 05/22/2020.
AR inception is since 05/22/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.59 | 3.56 | 4.49 | NA | NA | NA | NA | 12.88 | -5.25 | 12.57 | 9.83 | -3.47 | 21.50 | 18.19 |
| Sharpe Ratio | NA | -43.70 | -2.21 | NA | NA | NA | NA | 67.03 | -107.56 | 78.57 | 66.33 | -31.68 | 255.47 | 326.84 |
| Standard Deviation(%) | NA | 13.39 | 12.29 | NA | NA | NA | NA | 11.29 | 21.79 | 7.61 | 8.47 | 15.39 | 8.41 | 9.60 |
| Draw Down(%) | NA | 14.79 | 14.79 | NA | NA | NA | NA | 14.79 | 14.35 | 4.61 | 6.71 | 13.70 | 4.52 | 4.15 |
| Yield(%) | 0.00 | 5.87 | 7.50 | 9.02 | 4.51 | 3.01 | 2.25 | 11.27 | 0.00 | 7.65 | 8.48 | 10.11 | 7.55 | 6.45 |
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 |
0.00%
NA |
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) |
12.88%
Jun 2020 - Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart