JPMorgan Equity Premium Income ETF(JEPI) overview

Last updated 2024-11-09 19:12:44 (EST)

Return and Risk Analysis

Analyze the Average Return and Risk JPMorgan Equity Premium Income ETF (JEPI).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	8.3%	0.36	-13.71%
Past 5 Years	-%	-	-%
Past 10 Years	-%	-	-%
Past 20 Years	-%	-	-%

Basic Information

Basic Information of JPMorgan Equity Premium Income ETF (JEPI).

Issuance Information


Full Name of the ETF	JPMorgan Equity Premium Income ETF
Listing Date	2020-05-21

ETF Description


The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.