JEPI ETF

JEPI ETF
$56.26
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Returns Overview

1 Month
+1.58%
3 Months
+1.17%
6 Months
+1.40%
YTD
+3.60%
1 Year
+9.38%
3 Years (annualized)
+9.24%
5 Years (annualized)
+7.41%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+3.60%
Peer Avg (YTD)
+11.56%
vs Peers
-7.96%

JEPI ETF Performance

JEPI performance across multiple time periods: 1-month 1.58%, YTD 3.60%, 1-year 9.38%, 3-year 9.24%, 5-year 7.41%.

JEPI returns trail the peer average of 11.56% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.58%N/A
3 Months+1.17%N/A
6 Months+1.40%N/A
1 Year+9.38%N/A
3 Years+9.24%N/A
5 Years+7.41%N/A

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