Anchor Risk Managed Equity Strategies Fund (ATESX) Alternatives
Anchor Risk Managed Equity Strategies Fund (ATESX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATESX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ATESX
ATESX charges 2.10% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among ATESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | ATESX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | ATESX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | ATESX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | ATESX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | ATESX vs BTPIX |
Best Risk-Adjusted Alternatives to ATESX
Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | ATESX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | ATESX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | ATESX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | ATESX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | ATESX vs VMNFX |
Top Performing ATESX Alternatives (YTD)
ATESX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.98% | Jul 6, 2003 | ATESX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | ATESX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | ATESX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | ATESX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | ATESX vs JAKVX |
Lowest Volatility Alternatives to ATESX
ATESX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.84% | Jun 26, 2014 | ATESX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | ATESX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | ATESX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | ATESX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | ATESX vs ASILX |
Lowest Drawdown Alternatives to ATESX
ATESX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | ATESX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | ATESX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | ATESX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | ATESX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | ATESX vs QAMNX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With ATESX
What investors most often compare with ATESX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Kensington Managed Income Fund | Nontraditional Bonds | 54 | -0.58% | May 30, 2019 | ATESX vs KAMIX | |
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 34 | 0.46% | May 20, 2020 | ATESX vs JEPI | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | ATESX vs QQQ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | ATESX vs SPY | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | ATESX vs JEPIX | |
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 91 | 5.62% | Oct 19, 1998 | ATESX vs VMNIX | |
| Hussman Strategic Growth Fund | Long-Short | 4 | 3.87% | Jul 24, 2000 | ATESX vs HSGFX |
Compare ATESX with Any Fund or Stock
Compare ATESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.