JEPI ETF

JEPI ETF
$57.96
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Returns Overview

1 Month
+3.05%
3 Months
+2.17%
6 Months
+4.08%
YTD
+6.57%
1 Year
+9.61%
3 Years (annualized)
+11.53%
5 Years (annualized)
+7.44%

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)
+6.57%
Peer Avg (YTD)
+11.24%
vs Peers
-4.67%

JEPI ETF Performance

JEPI performance across multiple time periods: 1-month 3.05%, YTD 6.57%, 1-year 9.61%, 3-year 11.53%, 5-year 7.44%.

JEPI returns trail the peer average of 11.24% 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 Return
1 Month+3.05%
3 Months+2.17%
6 Months+4.08%
1 Year+9.61%
3 Years+11.53%
5 Years+7.44%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 15, 2026.