ATGSX vs. WTLS

Last updated Jun 25, 2026

ATGSX (Anchor Risk Managed Global Strategies Fund) and WTLS (WisdomTree Efficient Long/Short US Equity Fund) are both Long-Short funds. ATGSX charges 2.25%/yr vs 0.88%/yr for WTLS.

Performance

ATGSX vs. WTLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anchor Risk Managed Global Strategies Fund (ATGSX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ATGSX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTLS

• 1D: -0.79%
• 1M: 0.15%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ATGSX vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
ATGSX Anchor Risk Managed Global Strategies Fund	0.00%
WTLS WisdomTree Efficient Long/Short US Equity Fund	15.37%

Return for Risk

ATGSX vs. WTLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anchor Risk Managed Global Strategies Fund (ATGSX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

Drawdown Indicators

	ATGSX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	-4.12%	—
Average Drawdown Average peak-to-trough decline	—	-2.05%	—

Volatility

Volatility by Period

	ATGSX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	19.31%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.31%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.31%	—

ATGSX vs. WTLS - Expense Ratio Comparison

ATGSX has a 2.25% expense ratio, which is higher than WTLS's 0.88% expense ratio.

Dividends

ATGSX vs. WTLS - Dividend Comparison

ATGSX's dividend yield for the trailing twelve months is around 0.95%, while WTLS has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
ATGSX Anchor Risk Managed Global Strategies Fund	0.95%	1.17%	0.87%	1.35%	0.00%	12.72%	1.21%	7.13%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%