ATESX vs. BDMIX
Compare and contrast key facts about Anchor Risk Managed Equity Strategies Fund (ATESX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
ATESX is managed by BlackRock. It was launched on Sep 5, 2016. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
ATESX vs. BDMIX - Performance Comparison
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ATESX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATESX Anchor Risk Managed Equity Strategies Fund | -1.11% | 5.56% | 7.21% | 8.12% | -9.25% | 11.06% | 18.02% | 20.31% | 3.72% | 16.12% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.64% |
Returns By Period
In the year-to-date period, ATESX achieves a -1.11% return, which is significantly lower than BDMIX's 4.32% return.
ATESX
- 1D
- 0.00%
- 1M
- 0.33%
- YTD
- -1.11%
- 6M
- -4.16%
- 1Y
- 9.19%
- 3Y*
- 5.81%
- 5Y*
- 4.08%
- 10Y*
- —
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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ATESX vs. BDMIX - Expense Ratio Comparison
ATESX has a 2.10% expense ratio, which is higher than BDMIX's 1.57% expense ratio.
Return for Risk
ATESX vs. BDMIX — Risk / Return Rank
ATESX
BDMIX
ATESX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anchor Risk Managed Equity Strategies Fund (ATESX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| ATESX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 2.55 | -1.63 |
Sortino ratioReturn per unit of downside risk | 1.25 | 3.73 | -2.48 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.48 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 5.14 | -4.11 |
Martin ratioReturn relative to average drawdown | 2.19 | 14.25 | -12.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATESX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.55 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 1.76 | -1.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.15 | -0.39 |
Correlation
The correlation between ATESX and BDMIX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ATESX vs. BDMIX - Dividend Comparison
ATESX has not paid dividends to shareholders, while BDMIX's dividend yield for the trailing twelve months is around 8.56%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATESX Anchor Risk Managed Equity Strategies Fund | 0.00% | 0.00% | 0.00% | 1.30% | 7.45% | 0.00% | 0.00% | 11.78% | 7.70% | 6.02% | 0.00% | 0.00% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
ATESX vs. BDMIX - Drawdown Comparison
The maximum ATESX drawdown since its inception was -12.87%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for ATESX and BDMIX.
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Drawdown Indicators
| ATESX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.87% | -11.89% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -3.60% | -5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -12.87% | -7.45% | -5.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.44% | — |
Current DrawdownCurrent decline from peak | -7.71% | -0.13% | -7.58% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -2.71% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 1.30% | +2.86% |
Volatility
ATESX vs. BDMIX - Volatility Comparison
The current volatility for Anchor Risk Managed Equity Strategies Fund (ATESX) is 0.63%, while BlackRock Global Long/Short Equity Fund Class I (BDMIX) has a volatility of 1.72%. This indicates that ATESX experiences smaller price fluctuations and is considered to be less risky than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATESX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 1.72% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 4.78% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 6.93% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 6.51% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.96% | 5.77% | +5.19% |