Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATEAX (Anchor Risk Managed Equity Strategies Fund Advisor Class) | 11.96% | 18.84% | 9.37% | 6.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATEAX (Anchor Risk Managed Equity Strategies Fund Advisor Class) | 05/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 18.84 | 9.37 | 6.60 | NA | NA | NA | … | … | 11.96 | 7.42 | 7.46 | 8.36 | -9.01 | 11.42 | 26.12 |
| Sharpe Ratio | NA | 1.67 | 0.63 | 0.40 | NA | NA | NA | … | … | 2.98 | 0.46 | 0.34 | 0.56 | -0.92 | 0.87 | 2.83 |
| Standard Deviation(%) | NA | 10.35 | 9.99 | 10.42 | NA | NA | NA | … | … | 9.61 | 10.15 | 11.30 | 8.52 | 11.35 | 13.04 | 14.56 |
| Draw Down(%) | NA | 8.88 | 10.52 | 12.73 | NA | NA | NA | … | … | 4.17 | 7.26 | 9.18 | 6.55 | 10.78 | 7.63 | 8.47 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 1.70 | 1.09 | 0.73 | 0.54 | … | … | 0.00 | 0.00 | 0.00 | 1.73 | 6.23 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEAX (Anchor Risk Managed Equity Strategies Fund Advisor Class) |
0.21%
Mar 2022 – Mar 2025 |
4.53%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEAX (Anchor Risk Managed Equity Strategies Fund Advisor Class) |
9.51%
May 2023 – May 2026 |
8.03%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart