EIXIX vs. ATCSX
EIXIX (Catalyst Enhanced Income Strategy Fund) and ATCSX (Anchor Risk Managed Income Strategies Fund) are both Nontraditional Bonds funds. Over the past 5 years, EIXIX returned -4.85%/yr vs -0.79%/yr for ATCSX. Their 0.04 correlation means their historical movements had little consistent relationship. EIXIX charges 1.50%/yr vs 4.58%/yr for ATCSX.
Performance
EIXIX vs. ATCSX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -8.09% return, which is significantly lower than ATCSX's -0.58% return.
EIXIX
- 1D
- -0.81%
- 1M
- 0.60%
- 6M
- -7.27%
- YTD
- -8.09%
- 1Y
- -14.17%
- 3Y*
- -5.71%
- 5Y*
- -4.85%
- 10Y*
- —
- ALL TIME*
- -0.12%
ATCSX
- 1D
- 0.00%
- 1M
- -1.72%
- 6M
- -2.00%
- YTD
- -0.58%
- 1Y
- 3.97%
- 3Y*
- 3.31%
- 5Y*
- -0.79%
- 10Y*
- 1.13%
- ALL TIME*
- 1.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EIXIX vs. ATCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -8.09% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
ATCSX Anchor Risk Managed Income Strategies Fund | -0.58% | 3.71% | 4.25% | -2.23% | -6.60% | -0.21% | 11.02% | 7.64% |
Correlation
The correlation between EIXIX and ATCSX is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.04 |
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Return for Risk
EIXIX vs. ATCSX — Risk / Return Rank
EIXIX
ATCSX
EIXIX vs. ATCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and Anchor Risk Managed Income Strategies Fund (ATCSX). 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.
| EIXIX | ATCSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.08 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 0.60 | -1.41 |
| Martin ratioReturn relative to average drawdown | -1.61 | 1.82 | -3.43 |
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Drawdowns
EIXIX vs. ATCSX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, smaller than the maximum ATCSX drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for EIXIX and ATCSX.
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Drawdown Indicators
| EIXIX | ATCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -53.70% | +29.24% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -4.98% | -11.24% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -53.70% | +33.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -53.70% | +29.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.70% | — |
Current DrawdownCurrent decline from peak | -23.26% | -48.78% | +25.52% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -10.70% | +4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.10% | 1.65% | +6.45% |
Volatility
EIXIX vs. ATCSX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.79% compared to Anchor Risk Managed Income Strategies Fund (ATCSX) at 2.58%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than ATCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | ATCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 2.58% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 5.94% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 7.50% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 50.64% | -45.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.99% | 35.96% | -30.97% |
EIXIX vs. ATCSX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is lower than ATCSX's 4.58% expense ratio.
Dividends
EIXIX vs. ATCSX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.02%, less than ATCSX's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ATCSX Anchor Risk Managed Income Strategies Fund | 10.25% | 9.26% | 12.69% | 3.16% | 0.00% | 2.48% | 1.46% | 3.04% | 0.27% | 2.76% | 2.91% |
EIXIX Catalyst Enhanced Income Strategy Fund | 4.02% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EIXIX and ATCSX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.79%) compared to ATCSX (2.58%). In terms of maximum drawdown, EIXIX dropped -24.46% vs ATCSX's -53.70%.
ATCSX currently has the higher Sharpe Ratio (0.40 vs -1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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