ATESX vs. JEPIX

Last updated Apr 2, 2026

Compare and contrast key facts about Anchor Risk Managed Equity Strategies Fund (ATESX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).

ATESX is managed by BlackRock. It was launched on Sep 5, 2016. JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018.

Performance

ATESX vs. JEPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anchor Risk Managed Equity Strategies Fund (ATESX) and JPMorgan Equity Premium Income Fund Class I (JEPIX). The values are adjusted to include any dividend payments, if applicable.

ATESX vs. JEPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
ATESX Anchor Risk Managed Equity Strategies Fund	-1.11%	5.56%	7.21%	8.12%	-9.25%	11.06%	18.02%	20.31%	-5.01%
JEPIX JPMorgan Equity Premium Income Fund Class I	-0.51%	7.82%	12.43%	9.68%	-3.81%	19.36%	6.02%	16.44%	-9.93%

Returns By Period

In the year-to-date period, ATESX achieves a -1.11% return, which is significantly lower than JEPIX's -0.51% return.

ATESX

• 1D: 0.00%
• 1M: 0.33%
• YTD: -1.11%
• 6M: -4.16%
• 1Y: 9.19%
• 3Y*: 5.81%
• 5Y*: 4.08%
• 10Y*: —

JEPIX

• 1D: 1.89%
• 1M: -5.27%
• YTD: -0.51%
• 6M: 2.16%
• 1Y: 6.88%
• 3Y*: 9.18%
• 5Y*: 7.91%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ATESX vs. JEPIX - Expense Ratio Comparison

ATESX has a 2.10% expense ratio, which is higher than JEPIX's 0.63% expense ratio.

ATESX

Anchor Risk Managed Equity Strategies Fund

JEPIX

JPMorgan Equity Premium Income Fund Class I

Return for Risk

ATESX vs. JEPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ATESX

ATESX Risk / Return Rank: 32
ATESX Sharpe Ratio Rank: 41
ATESX Sortino Ratio Rank: 34
ATESX Omega Ratio Rank: 35
ATESX Calmar Ratio Rank: 33
ATESX Martin Ratio Rank: 18

JEPIX

JEPIX Risk / Return Rank: 24
JEPIX Sharpe Ratio Rank: 18
JEPIX Sortino Ratio Rank: 17
JEPIX Omega Ratio Rank: 21
JEPIX Calmar Ratio Rank: 27
JEPIX Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ATESX vs. JEPIX - Risk-Adjusted Trends Comparison

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

	ATESX	JEPIX	Difference
Sharpe ratio Return per unit of total volatility	0.92	0.51	+0.41
Sortino ratio Return per unit of downside risk	1.25	0.82	+0.43
Omega ratio Gain probability vs. loss probability	1.18	1.13	+0.05
Calmar ratio Return relative to maximum drawdown	1.02	0.82	+0.21
Martin ratio Return relative to average drawdown	2.19	3.77	-1.58
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ATESX vs. JEPIX - Sharpe Ratio Comparison

The current ATESX Sharpe Ratio is 0.92, which is higher than the JEPIX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of ATESX and JEPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ATESX	JEPIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.92	0.51	+0.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	0.70	-0.30
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	0.48	+0.27

Correlation

The correlation between ATESX and JEPIX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ATESX vs. JEPIX - Dividend Comparison

ATESX has not paid dividends to shareholders, while JEPIX's dividend yield for the trailing twelve months is around 7.55%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ATESX Anchor Risk Managed Equity Strategies Fund	0.00%	0.00%	0.00%	1.30%	7.45%	0.00%	0.00%	11.78%	7.70%	6.02%
JEPIX JPMorgan Equity Premium Income Fund Class I	7.55%	8.12%	7.20%	8.42%	12.24%	6.15%	11.59%	3.91%	0.00%	0.00%

Drawdowns

ATESX vs. JEPIX - Drawdown Comparison

The maximum ATESX drawdown since its inception was -12.87%, smaller than the maximum JEPIX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for ATESX and JEPIX.

Drawdown Indicators

	ATESX	JEPIX	Difference
Max Drawdown Largest peak-to-trough decline	-12.87%	-32.63%	+19.76%
Max Drawdown (1Y) Largest decline over 1 year	-8.92%	-10.49%	+1.57%
Max Drawdown (5Y) Largest decline over 5 years	-12.87%	-13.67%	+0.80%
Current Drawdown Current decline from peak	-7.71%	-5.53%	-2.18%
Average Drawdown Average peak-to-trough decline	-3.70%	-3.19%	-0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.16%	2.27%	+1.89%

Volatility

ATESX vs. JEPIX - Volatility Comparison

The current volatility for Anchor Risk Managed Equity Strategies Fund (ATESX) is 0.63%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 4.12%. This indicates that ATESX experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ATESX	JEPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.63%	4.12%	-3.49%
Volatility (6M) Calculated over the trailing 6-month period	7.72%	6.74%	+0.98%
Volatility (1Y) Calculated over the trailing 1-year period	9.79%	13.80%	-4.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.44%	11.41%	-0.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.96%	14.85%	-3.89%