JEPI ETF

$57.58

Returns Overview

1 Month
+1.53%
3 Months
+1.86%
6 Months
+2.18%
YTD
+1.99%
1 Year
+7.75%
3 Years (annualized)
+8.97%
5 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JEPI have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+1.99%
Peer Avg (YTD)
+16.06%
vs Peers
-14.07%

JEPI ETF Performance

JEPI performance across multiple time periods: 1-month 1.53%, YTD 1.99%, 1-year 7.75%, 3-year 8.97%, 5-year 7.46%.

JEPI returns trail the peer average of 16.06% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

JEPI performance comparison shows side-by-side returns with another fund. JEPI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.53%N/A
3 Months+1.86%N/A
6 Months+2.18%N/A
1 Year+7.75%N/A
3 Years+8.97%N/A
5 Years+7.46%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized