Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGSX (Anchor Risk Managed Global Strategies Fund Institutional Class Shares) | NA | 6.79% | 2.25% | 2.07% | NA | NA | NA | … | … |
Data as of 09/02/2025, Common starting date is 01/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGSX (Anchor Risk Managed Global Strategies Fund Institutional Class Shares) | 01/25/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.79 | 2.25 | 2.07 | NA | NA | NA | … | … | 5.43 | -0.40 | 4.64 | -2.43 | 2.08 | 6.99 | 14.28 |
| Sharpe Ratio | NA | 0.20 | -0.17 | -0.01 | NA | NA | NA | … | … | 0.72 | -0.47 | 0.20 | -0.46 | 0.19 | 0.51 | 1.94 |
| Standard Deviation(%) | NA | 7.71 | 7.00 | 8.61 | NA | NA | NA | … | … | 7.36 | 8.49 | 5.01 | 8.37 | 11.03 | 13.13 | 7.17 |
| Draw Down(%) | NA | 3.52 | 8.30 | 12.80 | NA | NA | NA | … | … | 3.23 | 8.30 | 4.37 | 5.82 | 8.31 | 7.80 | 4.64 |
| Yield(%) | 0.00 | 1.23 | 1.14 | 3.17 | 2.55 | 1.70 | 1.27 | … | … | 1.22 | 0.87 | 1.39 | 0.00 | 11.60 | 1.27 | 7.60 |
Data as of 09/02/2025, Common starting date is 01/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGSX (Anchor Risk Managed Global Strategies Fund Institutional Class Shares) |
-1.54%
Aug 2021 – Aug 2024 |
1.93%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGSX (Anchor Risk Managed Global Strategies Fund Institutional Class Shares) |
6.17%
Mar 2019 – Mar 2022 |
5.12%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart