CTO vs. JEPIX

In the year-to-date period, CTO achieves a -4.63% return, which is significantly lower than JEPIX's -0.15% return.

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This table presents a comparison of risk-adjusted performance metrics for CTO Realty Growth, Inc. (CTO) 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 CTO Sharpe Ratio is 0.49, which is comparable to the JEPIX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of CTO 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.

CTO's dividend yield for the trailing twelve months is around 8.25%, more than JEPIX's 7.92% yield.

The maximum CTO drawdown since its inception was -75.36%, which is greater than JEPIX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for CTO and JEPIX. For additional features, visit the drawdowns tool.

CTO Realty Growth, Inc. (CTO) has a higher volatility of 5.45% compared to JPMorgan Equity Premium Income Fund Class I (JEPIX) at 3.83%. This indicates that CTO'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.