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ATCAX: Anchor Risk Managed Credit Strategies Fund Advisor Class Shares (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/31/1999 |
Last Dividend Date: | 12/31/2009 |
12-Mo. Yield | 2.24% |
Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/31/1999 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.3 | -6.1 | -0.4 | 0.3 | 1.1 | -3.6 | 12.8 | -23.4 | 5.1 | 10.5 | 4.2 | 9.6 | 17.4 | -10.5 | -7.7 | -1.0 | 6.3 |
Sharpe Ratio | NA | 0.18 | -0.34 | -0.12 | -0.09 | -0.05 | -0.38 | 0.6 | -1.01 | 0.2 | 0.95 | 0.29 | 1.09 | 1.67 | -0.77 | -0.9 | -0.34 | 2.47 |
Draw Down(%) | NA | 9.8 | 45.2 | 45.2 | 45.2 | 45.2 | 9.8 | 26.7 | 35.6 | 7.4 | 7.1 | 5.1 | 6.5 | 7.8 | 19.4 | 18.1 | 11.6 | 4.5 |
Standard Deviation(%) | NA | 12.7 | 19.9 | 16.4 | 14.0 | 13.8 | 12.9 | 21.3 | 24.0 | 10.7 | 7.6 | 7.1 | 7.9 | 10.0 | 15.1 | 11.3 | 14.7 | 6.6 |
Treynor Ratio | NA | 0.05 | -0.12 | -0.03 | -0.02 | -0.01 | -0.15 | 0.15 | -0.52 | 0.02 | 0.07 | 0.02 | 0.08 | 0.16 | -0.11 | -0.14 | -0.06 | 0.32 |
Alpha | NA | -0.01 | -0.04 | -0.03 | -0.02 | -0.01 | -0.03 | -0.01 | -0.05 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 |
Beta | NA | 0.44 | 0.58 | 0.64 | 0.75 | 0.75 | 0.33 | 0.84 | 0.47 | 1.15 | 1.11 | 1.07 | 1.09 | 1.02 | 1.04 | 0.73 | 0.91 | 0.52 |
RSquared | NA | 0.15 | 0.27 | 0.33 | 0.47 | 0.49 | 0.09 | 0.43 | 0.2 | 0.97 | 0.95 | 0.96 | 0.92 | 0.92 | 0.92 | 0.65 | 0.76 | 0.68 |
Yield(%) | N/A | 2.2 | 6.5 | 5.7 | 3.4 | N/A | 0.0 | 2.4 | 8.2 | 11.5 | 5.3 | 1.5 | 1.5 | 0.0 | 1.0 | 1.9 | 2.1 | 6.9 |
Dividend Growth(%) | N/A | -80.4 | 168.2 | 374.2 | N/A | N/A | -100.0 | -80.4 | -33.4 | 124.7 | 283.0 | 7.1 | N/A | -100.0 | -50.7 | -12.9 | -70.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1999
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