Anchor Growth
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Anchor Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Jan 15, 2019, corresponding to the inception date of ATGSX
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
Anchor Growth | 5.77% | -0.56% | 2.56% | 9.83% | 5.78% | N/A |
Portfolio components: | ||||||
ATCSX Anchor Risk Managed Credit Strategies Fund | 3.21% | -1.99% | -0.08% | 6.82% | 1.18% | N/A |
ATESX Anchor Risk Managed Equity Strategies Fund | 6.55% | -1.83% | 1.54% | 7.95% | 7.71% | N/A |
ATGSX Anchor Risk Managed Global Strategies Fund | -0.07% | -2.83% | -1.59% | 2.83% | 2.85% | N/A |
SPY SPDR S&P 500 ETF | 18.73% | 3.00% | 11.53% | 29.24% | 15.43% | 12.85% |
VALQ American Century STOXX U.S. Quality Value ETF | 14.32% | 3.18% | 9.09% | 23.88% | 11.27% | N/A |
QINT American Century Quality Diversified International ETF | 12.36% | 3.71% | 8.31% | 22.07% | 9.24% | N/A |
AGG iShares Core U.S. Aggregate Bond ETF | 3.63% | 2.72% | 5.57% | 8.81% | 0.02% | 1.68% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 3.89% | 3.52% | 6.35% | 11.58% | 0.40% | 2.62% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Returns
The table below presents the monthly returns of Anchor Growth, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.51% | 2.87% | 1.81% | -2.84% | 2.16% | 2.35% | -0.20% | 5.77% | |||||
2023 | 2.95% | -1.33% | 0.65% | 0.17% | 0.28% | 2.59% | 0.77% | -2.00% | -1.81% | -0.93% | 2.55% | 3.84% | 7.78% |
2022 | -2.38% | -2.76% | 2.97% | -2.68% | 0.80% | -4.02% | 3.32% | -1.10% | -2.18% | 1.51% | 0.56% | -2.75% | -8.67% |
2021 | -0.40% | -0.92% | 1.55% | 2.65% | 0.16% | 2.05% | 2.43% | 1.81% | -4.07% | 2.15% | -0.87% | 1.03% | 7.62% |
2020 | 1.13% | -1.82% | -4.13% | 1.86% | 2.18% | 3.06% | 3.91% | 2.62% | -3.09% | -1.60% | 5.31% | 3.27% | 12.94% |
2019 | 2.13% | 1.32% | 2.00% | 3.04% | -2.03% | 3.34% | 0.41% | 0.44% | 0.59% | 0.94% | 1.92% | 1.73% | 16.89% |
Expense Ratio
Anchor Growth has a high expense ratio of 1.92%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Anchor Growth is 21, indicating that it is in the bottom 21% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
---|---|---|---|---|---|
ATCSX Anchor Risk Managed Credit Strategies Fund | 1.38 | 1.91 | 1.30 | 0.55 | 5.50 |
ATESX Anchor Risk Managed Equity Strategies Fund | 0.91 | 1.32 | 1.18 | 1.03 | 3.65 |
ATGSX Anchor Risk Managed Global Strategies Fund | 0.58 | 0.88 | 1.12 | 0.40 | 2.13 |
SPY SPDR S&P 500 ETF | 2.27 | 3.09 | 1.42 | 2.39 | 10.81 |
VALQ American Century STOXX U.S. Quality Value ETF | 2.16 | 3.01 | 1.37 | 2.47 | 9.94 |
QINT American Century Quality Diversified International ETF | 1.75 | 2.46 | 1.31 | 1.16 | 8.84 |
AGG iShares Core U.S. Aggregate Bond ETF | 1.35 | 1.97 | 1.24 | 0.49 | 5.07 |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 1.40 | 2.07 | 1.25 | 0.51 | 4.94 |
USD=X USD Cash | — | — | — | — | — |
Dividends
Dividend yield
Anchor Growth granted a 2.86% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Anchor Growth | 2.86% | 1.94% | 3.09% | 3.79% | 1.06% | 6.43% | 3.08% | 2.81% | 1.17% | 0.49% | 0.44% | 0.45% |
Portfolio components: | ||||||||||||
ATCSX Anchor Risk Managed Credit Strategies Fund | 9.88% | 3.16% | 0.00% | 2.48% | 1.46% | 3.04% | 0.27% | 3.38% | 2.91% | 0.18% | 0.00% | 0.00% |
ATESX Anchor Risk Managed Equity Strategies Fund | 0.84% | 1.30% | 7.45% | 0.00% | 0.00% | 11.78% | 7.70% | 6.02% | 0.90% | 0.00% | 0.00% | 0.00% |
ATGSX Anchor Risk Managed Global Strategies Fund | 1.49% | 1.35% | 0.00% | 12.72% | 1.21% | 7.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
VALQ American Century STOXX U.S. Quality Value ETF | 1.47% | 1.76% | 2.71% | 1.58% | 2.08% | 2.31% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QINT American Century Quality Diversified International ETF | 3.21% | 3.12% | 3.56% | 2.30% | 1.61% | 1.83% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.40% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 4.20% | 3.99% | 3.30% | 2.30% | 2.66% | 3.29% | 3.67% | 3.10% | 3.34% | 3.47% | 3.39% | 3.83% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Anchor Growth. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Anchor Growth was 11.14%, occurring on Jun 16, 2022. Recovery took 446 trading sessions.
The current Anchor Growth drawdown is 3.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-11.14% | Sep 7, 2021 | 203 | Jun 16, 2022 | 446 | Mar 1, 2024 | 649 |
-9.86% | Feb 20, 2020 | 22 | Mar 20, 2020 | 74 | Jul 2, 2020 | 96 |
-5.63% | Sep 3, 2020 | 42 | Oct 30, 2020 | 22 | Dec 1, 2020 | 64 |
-4.86% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
-4.79% | Feb 16, 2021 | 15 | Mar 8, 2021 | 23 | Apr 8, 2021 | 38 |
Volatility
Volatility Chart
The current Anchor Growth volatility is 2.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
USD=X | AGG | ATCSX | LQD | ATGSX | VALQ | ATESX | QINT | SPY | |
---|---|---|---|---|---|---|---|---|---|
USD=X | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
AGG | 0.00 | 1.00 | 0.11 | 0.91 | 0.09 | 0.06 | 0.09 | 0.12 | 0.09 |
ATCSX | 0.00 | 0.11 | 1.00 | 0.15 | 0.50 | 0.25 | 0.49 | 0.27 | 0.31 |
LQD | 0.00 | 0.91 | 0.15 | 1.00 | 0.15 | 0.22 | 0.18 | 0.26 | 0.27 |
ATGSX | 0.00 | 0.09 | 0.50 | 0.15 | 1.00 | 0.39 | 0.77 | 0.44 | 0.49 |
VALQ | 0.00 | 0.06 | 0.25 | 0.22 | 0.39 | 1.00 | 0.43 | 0.76 | 0.87 |
ATESX | 0.00 | 0.09 | 0.49 | 0.18 | 0.77 | 0.43 | 1.00 | 0.45 | 0.60 |
QINT | 0.00 | 0.12 | 0.27 | 0.26 | 0.44 | 0.76 | 0.45 | 1.00 | 0.79 |
SPY | 0.00 | 0.09 | 0.31 | 0.27 | 0.49 | 0.87 | 0.60 | 0.79 | 1.00 |