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Nasdaq - Delayed Quote USD

Anchor Risk Mgd Credit Strategies Instl (ATCSX)

15.57
+0.04
+(0.26%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.38%
5y Average Return -0.38%
Number of Years Up 5
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 11.02%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 11.02%
Worst 3Y Total Return -3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATCSX
Category
YTD
-1.65%
1.90%
1-Month
-2.17%
0.35%
3-Month
-1.65%
1.41%
1-Year
-2.63%
7.92%
3-Year
-1.24%
3.65%
5-Year
0.59%
3.77%
10-Year
0.00%
2.82%
Last Bull Market
3.39%
6.13%
Last Bear Market
-3.60%
-3.74%

Annual Total Return (%) History

Year
ATCSX
Category
2025
--
--
2024
4.36%
--
2023
-2.34%
--
2022
-6.60%
--
2021
-0.22%
--
2020
11.02%
3.44%
2019
4.15%
6.69%
2018
-4.18%
-1.17%

2017
2.77%
4.06%
2016
3.21%
5.28%
2015
--
-1.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.65% -- -- --
2024 5.41% 1.22% -1.24% -0.96%
2023 -1.56% -1.82% -2.02% 3.13%
2022 -2.82% -3.60% 1.55% -1.84%
2021 -0.38% 1.23% -0.47% -0.59%
2020 0.72% 4.21% 2.17% 3.53%
2019 0.74% 2.51% -0.82% 1.68%
2018 0.10% -2.82% -0.10% -1.39%
2017 1.48% 0.62% 0.93% -0.27%
2016 2.91% -1.28% 2.08% -0.49%

2015 -0.32% -- -- --

Rank in Category (By Total Return)

YTD 97
1-Month 96
3-Month 97
1-Year 100
3-Year 97
5-Year 95

Load Adjusted Returns

1-Year -2.63%
3-Year -1.24%
5-Year 0.59%
10-Year --

Performance & Risk

YTD Return -4.38%
5y Average Return -0.38%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.11
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Anchor
Net Assets 24.57M
YTD Return -1.65%
Yield 12.98%
Morningstar Rating
Inception Date Sep 11, 2020

Fund Summary

The fund seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among worldwide market segments based on the adviser's research and analysis regarding market trends. It invests its assets (plus the amount of borrowings,if any) in long and short positions in unaffiliated exchange-traded funds,open-end and closed-end mutual funds and derivative instruments. The fund primarily takes long and short positions in underlying funds and derivatives instruments in domestic and worldwide markets.

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