JEPI ETF

JEPI ETF
$56.10
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Returns Overview

1 Month
+0.68%
3 Months
+3.83%
6 Months
-0.76%
YTD
+5.36%
1 Year
+8.15%
3 Years (annualized)
+9.20%
5 Years (annualized)
+7.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+5.36%
Peer Avg (YTD)
+14.35%
vs Peers
-8.99%

JEPI ETF Performance

JEPI performance across multiple time periods: 1-month 0.68%, YTD 5.36%, 1-year 8.15%, 3-year 9.20%, 5-year 7.04%.

JEPI returns trail the peer average of 14.35% 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+0.68%N/A
3 Months+3.83%N/A
6 Months-0.76%N/A
1 Year+8.15%N/A
3 Years+9.20%N/A
5 Years+7.04%N/A

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