AAIIX vs. JCPUX
AAIIX (Ancora Income Fund) and JCPUX (JPMorgan Core Plus Bond Fund Class R6) are both Intermediate Core-Plus Bond funds. Over the past 10 years, AAIIX returned 2.77%/yr vs 2.21%/yr for JCPUX. Their 0.21 correlation means their historical movements had little consistent relationship. AAIIX charges 2.20%/yr vs 0.38%/yr for JCPUX.
Performance
AAIIX vs. JCPUX - Performance Comparison
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Returns By Period
In the year-to-date period, AAIIX achieves a 1.60% return, which is significantly higher than JCPUX's 0.35% return. Over the past 10 years, AAIIX has outperformed JCPUX with an annualized return of 2.77%, while JCPUX has yielded a comparatively lower 2.21% annualized return.
AAIIX
- 1D
- 0.14%
- 1M
- 0.21%
- 6M
- -0.16%
- YTD
- 1.60%
- 1Y
- 3.74%
- 3Y*
- 5.71%
- 5Y*
- 1.69%
- 10Y*
- 2.77%
- ALL TIME*
- 1.64%
JCPUX
- 1D
- 0.14%
- 1M
- -0.82%
- 6M
- -0.07%
- YTD
- 0.35%
- 1Y
- 3.30%
- 3Y*
- 4.98%
- 5Y*
- 0.56%
- 10Y*
- 2.21%
- ALL TIME*
- 3.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAIIX Ancora Income Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
AAIIX vs. JCPUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAIIX Ancora Income Fund | 1.60% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 0.35% | 8.07% | 2.87% | 6.46% | -12.73% | -0.10% | 7.87% | 8.93% | -0.05% | 4.32% |
Correlation
The correlation between AAIIX and JCPUX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2005 | 0.21 |
Over the past year, AAIIX and JCPUX have become more correlated (0.48) than their long-term average of 0.21, meaning their price movements have been converging.
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Return for Risk
AAIIX vs. JCPUX — Risk / Return Rank
AAIIX
JCPUX
AAIIX vs. JCPUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora Income Fund (AAIIX) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAIIX | JCPUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.59 | -0.69 |
| Martin ratioReturn relative to average drawdown | 2.41 | 4.13 | -1.72 |
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Drawdowns
AAIIX vs. JCPUX - Drawdown Comparison
The maximum AAIIX drawdown since its inception was -98.01%, which is greater than JCPUX's maximum drawdown of -16.81%. Use the drawdown chart below to compare losses from any high point for AAIIX and JCPUX.
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Drawdown Indicators
| AAIIX | JCPUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.01% | -16.81% | -81.20% |
Max Drawdown (1Y)Largest decline over 1 year | -4.19% | -2.64% | -1.55% |
Max Drawdown (3Y)Largest decline over 3 years | -98.01% | -4.93% | -93.08% |
Max Drawdown (5Y)Largest decline over 5 years | -98.01% | -16.81% | -81.20% |
Max Drawdown (10Y)Largest decline over 10 years | -98.01% | -16.81% | -81.20% |
Current DrawdownCurrent decline from peak | -97.80% | -1.80% | -96.00% |
Average DrawdownAverage peak-to-trough decline | -12.94% | -2.29% | -10.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 1.01% | +0.55% |
Volatility
AAIIX vs. JCPUX - Volatility Comparison
Ancora Income Fund (AAIIX) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX) have volatilities of 1.07% and 1.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAIIX | JCPUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.03% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 2.91% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.50% | 3.72% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,046.08% | 5.71% | +2,040.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,445.64% | 4.65% | +1,440.99% |
AAIIX vs. JCPUX - Expense Ratio Comparison
AAIIX has a 2.20% expense ratio, which is higher than JCPUX's 0.38% expense ratio.
Dividends
AAIIX vs. JCPUX - Dividend Comparison
AAIIX's dividend yield for the trailing twelve months is around 4.91%, less than JCPUX's 5.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAIIX Ancora Income Fund | 4.91% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 5.18% | 4.94% | 4.96% | 4.10% | 3.45% | 3.32% | 4.43% | 3.30% | 3.15% | 2.89% | 2.84% | 3.49% |
Frequently Asked Questions
AAIIX and JCPUX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAIIX has higher volatility (1.07%) compared to JCPUX (1.03%). In terms of maximum drawdown, AAIIX dropped -98.01% vs JCPUX's -16.81%.
JCPUX currently has the higher Sharpe Ratio (1.13 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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