Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATMSX (Anchor Tactical Muni Strategies Fund Ins) | NA | 5.72% | 5.03% | 5.08% | NA | NA | NA | … | … |
Data as of 07/08/2022, Common starting date is 09/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMSX (Anchor Tactical Muni Strategies Fund Ins) | 09/07/2016 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.72 | 5.03 | 5.08 | NA | NA | NA | … | … | -10.42 | 1.81 | 0.10 | 13.02 | -3.98 | 1.35 | -3.40 |
| Sharpe Ratio | NA | -1.72 | -0.16 | 0.06 | NA | NA | NA | … | … | -2.23 | 0.36 | -0.01 | 3.23 | -2.31 | 0.35 | -5.76 |
| Standard Deviation(%) | NA | 7.36 | 10.68 | 8.43 | NA | NA | NA | … | … | 8.91 | 4.93 | 16.35 | 3.62 | 2.30 | 2.02 | 1.82 |
| Draw Down(%) | NA | 16.65 | 21.50 | 21.50 | NA | NA | NA | … | … | 14.09 | 5.42 | 21.50 | 4.30 | 5.10 | 2.02 | 3.40 |
| Yield(%) | 0.00 | 1.57 | 1.55 | 1.69 | 0.82 | 0.55 | 0.41 | … | … | 0.64 | 1.71 | 1.40 | 2.09 | 1.44 | 0.91 | 0.00 |
Data as of 07/08/2022, Common starting date is 09/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMSX (Anchor Tactical Muni Strategies Fund Ins) |
-0.45%
Apr 2019 – Apr 2022 |
1.22%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMSX (Anchor Tactical Muni Strategies Fund Ins) |
6.15%
Aug 2018 – Aug 2021 |
5.06%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart