ATESX vs. JEPIX

In the year-to-date period, ATESX achieves a -1.65% return, which is significantly lower than JEPIX's -0.93% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

The current ATESX Sharpe Ratio is 0.01, which is lower than the JEPIX Sharpe Ratio of 0.50. 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.

ATESX has not paid dividends to shareholders, while JEPIX's dividend yield for the trailing twelve months is around 7.98%.

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.

Anchor Risk Managed Equity Strategies Fund (ATESX) has a higher volatility of 2.55% compared to JPMorgan Equity Premium Income Fund Class I (JEPIX) at 2.21%. This indicates that ATESX's price experiences larger fluctuations and is considered to be riskier than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.