KAMIX vs. ATESX
Compare and contrast key facts about Kensington Managed Income Fund (KAMIX) and Anchor Risk Managed Equity Strategies Fund (ATESX).
KAMIX is managed by Advisors Preferred. It was launched on May 30, 2019. ATESX is managed by Blackrock. It was launched on Sep 5, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KAMIX or ATESX.
Key characteristics
| KAMIX | ATESX | |
|---|---|---|
| YTD Return | 4.34% | 6.84% |
| 1Y Return | 8.19% | 12.53% |
| 3Y Return (Ann) | -0.51% | -0.65% |
| 5Y Return (Ann) | 2.35% | 3.36% |
| Sharpe Ratio | 2.63 | 1.14 |
| Sortino Ratio | 4.10 | 1.59 |
| Omega Ratio | 1.57 | 1.23 |
| Calmar Ratio | 0.96 | 0.83 |
| Martin Ratio | 11.03 | 2.94 |
| Ulcer Index | 0.83% | 4.14% |
| Daily Std Dev | 3.47% | 10.65% |
| Max Drawdown | -10.92% | -18.77% |
| Current Drawdown | -1.89% | -6.74% |
Correlation
The correlation between KAMIX and ATESX is 0.30, 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.
Performance
KAMIX vs. ATESX - Performance Comparison
In the year-to-date period, KAMIX achieves a 4.34% return, which is significantly lower than ATESX's 6.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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KAMIX vs. ATESX - Expense Ratio Comparison
KAMIX has a 1.36% expense ratio, which is lower than ATESX's 2.10% expense ratio.
Risk-Adjusted Performance
KAMIX vs. ATESX - Risk-Adjusted Performance Comparison
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.
Dividends
KAMIX vs. ATESX - Dividend Comparison
KAMIX's dividend yield for the trailing twelve months is around 4.81%, more than ATESX's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
KAMIX Kensington Managed Income Fund | 4.81% | 4.15% | 0.75% | 2.51% | 2.01% | 1.07% |
ATESX Anchor Risk Managed Equity Strategies Fund | 0.74% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KAMIX vs. ATESX - Drawdown Comparison
The maximum KAMIX drawdown since its inception was -10.92%, smaller than the maximum ATESX drawdown of -18.77%. Use the drawdown chart below to compare losses from any high point for KAMIX and ATESX. For additional features, visit the drawdowns tool.
Volatility
KAMIX vs. ATESX - Volatility Comparison
The current volatility for Kensington Managed Income Fund (KAMIX) is 0.85%, while Anchor Risk Managed Equity Strategies Fund (ATESX) has a volatility of 3.29%. This indicates that KAMIX experiences smaller price fluctuations and is considered to be less risky than ATESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.