Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATAGX (Anchor Risk Managed Global Strategies Fund Advisor Class Shares) | NA | 7.06% | 2.45% | 3.02% | NA | NA | NA | … | … |
Data as of 09/02/2025, Common starting date is 07/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATAGX (Anchor Risk Managed Global Strategies Fund Advisor Class Shares) | 07/16/2020 | 09/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.06 | 2.45 | 3.02 | NA | NA | NA | … | … | 4.17 | -0.17 | 4.84 | -2.23 | 2.26 | 4.55 |
| Sharpe Ratio | NA | 0.05 | -0.20 | 0.07 | NA | NA | NA | … | … | 0.44 | -0.45 | 0.24 | -0.44 | 0.20 | 1.29 |
| Standard Deviation(%) | NA | 7.77 | 6.99 | 8.36 | NA | NA | NA | … | … | 7.51 | 8.40 | 4.97 | 8.36 | 10.99 | 7.76 |
| Draw Down(%) | NA | 3.41 | 8.21 | 12.77 | NA | NA | NA | … | … | 3.12 | 8.21 | 4.38 | 5.89 | 8.20 | 4.04 |
| Yield(%) | 0.00 | 1.81 | 1.47 | 3.48 | 1.73 | 1.15 | 0.87 | … | … | 1.78 | 0.99 | 1.70 | 0.00 | 11.59 | 1.25 |
Data as of 09/02/2025, Common starting date is 07/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAGX (Anchor Risk Managed Global Strategies Fund Advisor Class Shares) |
-1.34%
Aug 2021 – Aug 2024 |
3.02%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAGX (Anchor Risk Managed Global Strategies Fund Advisor Class Shares) |
3.99%
Jun 2022 – Jun 2025 |
3.02%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart