JEPQ ETF

JEPQ ETF
$61.04
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Returns Overview

1 Month
+4.65%
3 Months
+1.67%
6 Months
+2.93%
YTD
+10.96%
1 Year
+20.90%
3 Years (annualized)
+6.86%

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
PROUpgrade to run

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)
+10.96%
Peer Avg (YTD)
+8.51%
vs Peers
+2.45%

JEPQ ETF Performance

JEPQ performance across multiple time periods: 1-month 4.65%, YTD 10.96%, 1-year 20.90%, 3-year 6.86%.

JEPQ returns outperform the peer average of 8.51% 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+4.65%N/A
3 Months+1.67%N/A
6 Months+2.93%N/A
1 Year+20.90%N/A
3 Years+6.86%N/A

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