KAMIX vs. ATESX

In the year-to-date period, KAMIX achieves a -1.45% return, which is significantly higher than ATESX's -4.26% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

This table presents a comparison of risk-adjusted performance metrics for Kensington Managed Income Fund (KAMIX) and Anchor Risk Managed Equity Strategies Fund (ATESX). 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 KAMIX Sharpe Ratio is 0.82, which is higher than the ATESX Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of KAMIX and ATESX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KAMIX's dividend yield for the trailing twelve months is around 5.64%, while ATESX has not paid dividends to shareholders.

The maximum KAMIX drawdown since its inception was -10.92%, smaller than the maximum ATESX drawdown of -12.87%. Use the drawdown chart below to compare losses from any high point for KAMIX and ATESX. For additional features, visit the drawdowns tool.

Kensington Managed Income Fund (KAMIX) and Anchor Risk Managed Equity Strategies Fund (ATESX) have volatilities of 1.89% and 1.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.