JCPUX vs. AAIIX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and Ancora Income Fund (AAIIX).
JCPUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 23, 2005. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Performance
JCPUX vs. AAIIX - Performance Comparison
Loading graphics...
JCPUX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCPUX JPMorgan Core Plus Bond Fund Class R6 | -0.02% | 8.07% | 2.87% | 6.46% | -12.73% | -0.10% | 7.87% | 8.93% | -0.05% | 4.32% |
AAIIX Ancora Income Fund | -0.31% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Returns By Period
In the year-to-date period, JCPUX achieves a -0.02% return, which is significantly higher than AAIIX's -0.31% return. Over the past 10 years, JCPUX has underperformed AAIIX with an annualized return of 2.52%, while AAIIX has yielded a comparatively higher 3.19% annualized return.
JCPUX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -0.02%
- 6M
- 1.23%
- 1Y
- 5.00%
- 3Y*
- 4.52%
- 5Y*
- 1.11%
- 10Y*
- 2.52%
AAIIX
- 1D
- 0.29%
- 1M
- -3.18%
- YTD
- -0.31%
- 6M
- -0.93%
- 1Y
- 3.83%
- 3Y*
- 6.20%
- 5Y*
- 2.14%
- 10Y*
- 3.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JCPUX vs. AAIIX - Expense Ratio Comparison
JCPUX has a 0.38% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Return for Risk
JCPUX vs. AAIIX — Risk / Return Rank
JCPUX
AAIIX
JCPUX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) and Ancora Income Fund (AAIIX). 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.
| JCPUX | AAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.61 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.84 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 0.60 | +1.60 |
Martin ratioReturn relative to average drawdown | 6.59 | 1.98 | +4.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JCPUX | AAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.61 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.00 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.00 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.00 | +0.94 |
Correlation
The correlation between JCPUX and AAIIX is 0.20, 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
JCPUX vs. AAIIX - Dividend Comparison
JCPUX's dividend yield for the trailing twelve months is around 5.06%, less than AAIIX's 5.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 5.06% | 4.94% | 4.96% | 4.10% | 3.45% | 3.32% | 4.43% | 3.30% | 3.15% | 2.89% | 2.84% | 3.49% |
AAIIX Ancora Income Fund | 5.14% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
Drawdowns
JCPUX vs. AAIIX - Drawdown Comparison
The maximum JCPUX drawdown since its inception was -16.81%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for JCPUX and AAIIX.
Loading graphics...
Drawdown Indicators
| JCPUX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.81% | -98.01% | +81.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -4.78% | +2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -98.01% | +81.20% |
Max Drawdown (10Y)Largest decline over 10 years | -16.81% | -98.01% | +81.20% |
Current DrawdownCurrent decline from peak | -2.16% | -97.84% | +95.68% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -11.70% | +9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.49% | -0.62% |
Volatility
JCPUX vs. AAIIX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund Class R6 (JCPUX) is 1.59%, while Ancora Income Fund (AAIIX) has a volatility of 1.84%. This indicates that JCPUX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JCPUX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.84% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 3.27% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 5.61% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 2,091.17% | -2,085.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 1,478.49% | -1,473.87% |