Anchor Risk Managed Credit Strategies Fund (ATCSX)

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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.

Anchor Risk Managed Credit Strategies Fund (ATCSX) has returned -0.99% so far this year and 5.46% over the past 12 months. Over the last ten years, ATCSX has returned 1.11% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% 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 +0.12%. At this rate, your investment would double in approximately 48.2 years.

Historically, 59% of months were positive and 41% 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 4.61%, beta of 0.15, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This fund participated in 16.35% of S&P 500 Index downside but only 10.78% 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 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Anchor Risk Managed Credit Strategies Fund (ATCSX) and compare them to a chosen benchmark (S&P 500 Index).

Anchor Risk Managed Credit Strategies Fund provided a 9.91% dividend yield over the last twelve months, with an annual payout of $1.54 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 48.99%.

The chart below shows the rolling one-month volatility.