Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATCSX (ANCHOR TACTICAL CREDIT STRATEGIES FUND ANCHOR TACTICAL CREDIT STRATEGIES FUND INVESTOR CLASS SHARES) | 3.22% | 10.37% | 5.59% | 1.34% | 2.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATCSX (ANCHOR TACTICAL CREDIT STRATEGIES FUND ANCHOR TACTICAL CREDIT STRATEGIES FUND INVESTOR CLASS SHARES) | 09/30/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 10.37 | 5.59 | 1.34 | 2.00 | NA | NA | … | … | 3.22 | 7.94 | 4.70 | -2.23 | -6.60 | -0.21 | 11.02 | 5.14 | -4.18 | 2.78 | 3.22 | -0.32 |
| Sharpe Ratio | NA | 1.44 | 0.34 | -0.18 | 0.07 | NA | NA | … | … | 0.82 | 0.68 | 0.15 | -1.23 | -1.40 | -0.05 | 1.30 | 0.88 | -1.46 | 0.78 | 0.78 | -0.33 |
| Standard Deviation(%) | NA | 6.13 | 6.76 | 6.16 | 5.64 | NA | NA | … | … | 6.54 | 7.52 | 7.13 | 4.83 | 5.74 | 4.70 | 8.28 | 4.18 | 3.82 | 2.74 | 3.87 | 4.00 |
| Draw Down(%) | NA | 3.30 | 8.63 | 15.61 | 15.61 | NA | NA | … | … | 2.71 | 8.63 | 5.75 | 8.73 | 8.05 | 4.34 | 3.56 | 3.35 | 7.47 | 1.59 | 2.84 | 1.60 |
| Yield(%) | 0.00 | 8.73 | 13.41 | 7.65 | 4.97 | 3.43 | 2.57 | … | … | 2.94 | 22.46 | 12.20 | 3.00 | 0.00 | 2.42 | 1.59 | 3.09 | 0.25 | 3.36 | 2.92 | 0.18 |
Data as of 06/04/2026, Common starting date is 09/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCSX (ANCHOR TACTICAL CREDIT STRATEGIES FUND ANCHOR TACTICAL CREDIT STRATEGIES FUND INVESTOR CLASS SHARES) |
-3.48%
Aug 2020 – Aug 2023 |
0.04%
Aug 2018 – Aug 2023 |
1.68%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCSX (ANCHOR TACTICAL CREDIT STRATEGIES FUND ANCHOR TACTICAL CREDIT STRATEGIES FUND INVESTOR CLASS SHARES) |
5.65%
May 2023 – May 2026 |
3.48%
Dec 2015 – Dec 2020 |
2.15%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart