JEPI Total Return Calculator
$10,000 since May 2020, with and without reinvesting · data through Oct 2026
Since May 2020, $10,000 became $19,360 reinvested (10.8% a year), or $17,299 taking the distributions as cash, $6,055 of it paid out along the way.
JEPI became
$19,360
S&P 500: $27,152
Return a year
10.8%
S&P 500: 16.8%
Payouts reinvested
$8,009
bought more shares
Worst drop
-13.0%
S&P 500: -23.9%
$10,000, May 2020 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JEPI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.8% | $1,117 | +11.7% |
| 2025 | +8.1% | $1,436 | +17.7% |
| 2024 | +12.6% | $1,192 | +24.9% |
| 2023 | +9.8% | $1,204 | +26.2% |
| 2022 | −3.5% | $1,491 | −18.2% |
| 2021 | +21.5% | $908 | +28.7% |
| 2020 (part) | +15.7% | $662 | +24.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JEPI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in JEPI at the end of May 2020, with distributions reinvested, was worth $19,360 at the end of Oct 2026: 10.8% a year, against $27,152 (16.8% a year) in the S&P 500.
- Over the 5 years to Oct 2026, JEPI returned 7.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking JEPI's distributions as cash instead of reinvesting them, the same $10,000 ended at $17,299, including $6,055 of cash received; reinvesting added $2,061.
- JEPI's best calendar year in that time was 2021 (21.5%) and its worst 2022 (-3.5%), with distributions reinvested.
Cite this page
SmarterDividends, "JEPI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JEPI/total-return
JEPI total return questions
What is JEPI's total return since May 2020?
94% in total, or 10.8% a year, through Oct 2026 with distributions reinvested. The share price alone rose 12%.
How much of JEPI's return came from distributions?
About 83% of its yearly return since May 2020. Reinvesting them, rather than taking cash, left you $2,061 better off on a $10,000 start.
What was JEPI's worst year?
2022, at -3.5% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -13.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.