ATESX vs. KAMIX

In the year-to-date period, ATESX achieves a -2.81% return, which is significantly lower than KAMIX's -0.72% return.

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ATESX has a 2.10% expense ratio, which is higher than KAMIX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Anchor Risk Managed Equity Strategies Fund (ATESX) and Kensington Managed Income Fund (KAMIX). 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.

The current ATESX Sharpe Ratio is -0.17, which is lower than the KAMIX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ATESX and KAMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ATESX has not paid dividends to shareholders, while KAMIX's dividend yield for the trailing twelve months is around 5.60%.

The maximum ATESX drawdown since its inception was -12.87%, which is greater than KAMIX's maximum drawdown of -10.92%. Use the drawdown chart below to compare losses from any high point for ATESX and KAMIX.

Anchor Risk Managed Equity Strategies Fund (ATESX) has a higher volatility of 2.08% compared to Kensington Managed Income Fund (KAMIX) at 1.07%. This indicates that ATESX's price experiences larger fluctuations and is considered to be riskier than KAMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.