Anchor Risk Managed Credit Strategies Fund (ATCSX)
The fund seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among various strategies based on the adviser's research and analysis regarding market trends. It invests, directly or indirectly through unaffiliated fixed income exchange traded funds ("ETFs") and fixed income mutual funds (together with ETFs, "underlying funds"), at least 80% of its net assets (plus the amount of borrowings, if any) in long and short positions in fixed income securities.
Fund Info
US66538H1041
Sep 28, 2015
$1,000
Expense Ratio
ATCSX has a high expense ratio of 4.58%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Anchor Risk Managed Credit Strategies Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Anchor Risk Managed Credit Strategies Fund had a return of 5.87% year-to-date (YTD) and 4.38% in the last 12 months.
ATCSX
5.87%
1.96%
5.41%
4.38%
0.64%
N/A
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of ATCSX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.51% | 5.87% | |||||||||||
| 2024 | 0.99% | 1.89% | 1.63% | -2.33% | 0.80% | 1.72% | -0.74% | -1.94% | 0.79% | -1.40% | 2.04% | -2.31% | 0.97% |
| 2023 | 0.52% | 0.10% | -2.17% | -0.32% | -1.50% | 0.00% | -0.76% | -2.44% | 0.56% | 0.89% | -0.07% | 1.56% | -3.63% |
| 2022 | -1.65% | -2.07% | 0.91% | -1.40% | -0.71% | -1.53% | 0.10% | 0.52% | 0.93% | -0.61% | 0.10% | -1.33% | -6.60% |
| 2021 | 0.09% | -1.42% | 0.96% | 0.38% | -0.95% | 1.81% | 1.03% | 0.19% | -1.67% | -1.32% | -0.95% | -0.77% | -2.65% |
| 2020 | 0.62% | -1.85% | 1.99% | 2.26% | 1.81% | 0.10% | 4.14% | -0.85% | -1.05% | 0.48% | 1.44% | 1.46% | 10.90% |
| 2019 | -1.16% | 1.05% | 1.34% | 2.04% | -0.21% | 0.82% | -1.12% | 0.21% | 0.10% | 0.10% | 0.24% | 0.40% | 3.83% |
| 2018 | 0.20% | 0.30% | -0.40% | -1.91% | -1.33% | 0.42% | 0.00% | 0.83% | -0.93% | -0.83% | -1.52% | 0.96% | -4.18% |
| 2017 | 0.40% | 1.36% | -0.44% | 0.81% | 0.31% | -0.61% | -0.48% | 0.87% | 0.42% | 0.21% | -0.78% | -0.19% | 1.88% |
| 2016 | 1.00% | 0.70% | 1.19% | 1.37% | -1.32% | -1.39% | 1.37% | 0.49% | 0.11% | -0.73% | -0.39% | -1.20% | 1.13% |
| 2015 | 0.00% | -0.70% | -0.70% | 1.10% | -0.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ATCSX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Anchor Risk Managed Credit Strategies Fund (ATCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Anchor Risk Managed Credit Strategies Fund provided a 13.67% dividend yield over the last twelve months, with an annual payout of $2.34 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.34 | $1.67 | $0.44 | $0.00 | $0.00 | $0.26 | $0.53 | $0.03 | $0.40 | $0.22 | $0.02 |
Dividend yield | 13.67% | 9.93% | 2.40% | 0.00% | 0.00% | 1.21% | 2.74% | 0.13% | 2.02% | 1.10% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Anchor Risk Managed Credit Strategies Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.67 | $0.00 | $0.67 | ||||||||||
| 2024 | $0.00 | $0.13 | $0.20 | $0.18 | $0.21 | $0.09 | $0.18 | $0.19 | $0.12 | $0.24 | $0.07 | $0.06 | $1.67 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.30 | $0.00 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.23 | $0.26 |
| 2019 | $0.00 | $0.03 | $0.07 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.36 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 |
| 2017 | $0.00 | $0.05 | $0.06 | $0.04 | $0.02 | $0.03 | $0.02 | $0.02 | $0.03 | $0.05 | $0.02 | $0.06 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.03 | $0.04 | $0.00 | $0.02 | $0.06 | $0.00 | $0.06 | $0.22 |
| 2015 | $0.02 | $0.02 |
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 Risk Managed Credit Strategies Fund. 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 Risk Managed Credit Strategies Fund was 55.18%, occurring on Jan 15, 2025. The portfolio has not yet recovered.
The current Anchor Risk Managed Credit Strategies Fund drawdown is 8.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.18% | Sep 7, 2021 | 844 | Jan 15, 2025 | — | — | — |
| -8.56% | Feb 20, 2018 | 227 | Jan 14, 2019 | 312 | Apr 9, 2020 | 539 |
| -3.56% | Apr 20, 2020 | 19 | May 14, 2020 | 10 | May 29, 2020 | 29 |
| -3.06% | May 2, 2016 | 168 | Dec 28, 2016 | 281 | Feb 9, 2018 | 449 |
| -3% | Feb 16, 2021 | 23 | Mar 18, 2021 | 71 | Jun 29, 2021 | 94 |
Volatility
Volatility Chart
The current Anchor Risk Managed Credit Strategies Fund volatility is 69.36%, 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.