ATESX vs. JEPI

In the year-to-date period, ATESX achieves a -4.26% return, which is significantly lower than JEPI's -2.67% return.

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ATESX has a 2.10% expense ratio, which is higher than JEPI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Anchor Risk Managed Equity Strategies Fund (ATESX) and JPMorgan Equity Premium Income ETF (JEPI). 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.

The current ATESX Sharpe Ratio is -0.09, which is lower than the JEPI Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of ATESX and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ATESX has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.88%.

The maximum ATESX drawdown since its inception was -12.87%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ATESX and JEPI. For additional features, visit the drawdowns tool.

The current volatility for Anchor Risk Managed Equity Strategies Fund (ATESX) is 1.92%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 11.07%. This indicates that ATESX experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.