Anchor Risk Managed Credit Strategies Fund (ATCSX)

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Anchor Risk Managed Credit Strategies Fund (ATCSX) is up 3.2% since the beginning of the year. ATCSX is currently trading at $16 per share. Investors who bought $1,000 worth of ATCSX shares 5 years ago would now be looking at an investment worth $1,019.

Anchor Risk Managed Credit Strategies Fund (ATCSX) has returned 3.21% so far this year and 10.43% over the past 12 months. Over the last ten years, ATCSX has returned 1.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, ATCSX's average daily return is +0.03%, while the average monthly return is +0.15%. At this rate, an investment would double in approximately 38.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jul 2020 with a return of +4.1%, while the worst month was Apr 2025 at -2.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ATCSX closed higher 43% of trading days. The best single day was Jan 15, 2025 with a return of +100.4%, while the worst single day was Jan 16, 2025 at -49.9%.

Anchor Risk Managed Credit Strategies Fund has an annualized alpha of 4.65%, beta of 0.15, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.

• This fund participated in 16.48% of S&P 500 Index downside but only 11.46% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.15 may look defensive, but with R2 of 0.01 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.01 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ATCSX has a high expense ratio of 4.58%, indicating above-average management fees.

ATCSX ranks 42 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Anchor Risk Managed Credit Strategies Fund provided a 9.50% dividend yield over the last twelve months, with an annual payout of $1.51 per share.

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.

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.

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 53.70%, occurring on Apr 7, 2025. The portfolio has not yet recovered.

The current Anchor Risk Managed Credit Strategies Fund drawdown is 46.83%.

The chart below shows the rolling one-month volatility.