JEPQ ETF

JEPQ ETF
$59.78
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Returns Overview

1 Month
-4.33%
3 Months
+1.23%
6 Months
+4.85%
YTD
+6.04%
1 Year
+17.72%
3 Years (annualized)
+17.49%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JEPQ 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
ICE BofA 3-Month US Treasury Bill Index
This ETF (YTD)
+6.04%
Peer Avg (YTD)
+6.23%
vs Peers
-0.19%

JEPQ ETF Performance

JEPQ performance across multiple time periods: 1-month -4.33%, YTD 6.04%, 1-year 17.72%, 3-year 17.49%.

JEPQ returns trail the peer average of 6.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.33%N/A
3 Months+1.23%N/A
6 Months+4.85%N/A
1 Year+17.72%N/A
3 Years+17.49%N/A

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