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ATESX

Anchor Risk Managed Equity Strategy-Inst

$14.46 -0.02 (-0.14%)
Currency in USD / Last Updated: 3/28/2024
Category Long-Short Equity
Market Cap 319.205M
52 Week High 14.5
52 Week Low 12.476
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Key Data
Symbol ATESX
Type Mutual Fund
Category Long-Short Equity
Price 14.46
Price Yesterday 14.48
Market Cap 319.21
YTD Return 6.40%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0227
Overview
52 Week High 14.50
52 Week Low 12.48
Market Cap 319.21M
Shares Outstanding 22.08M
Income Dividend Yield 1.05%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.05%
Returns Annualized
One Day -29.44%
Five Days -13.01%
One Months 17.12%
Three Months 29.25%
Six Months 22.05%
Nine Months 8.59%
One Year 12.77%
Three Years 5.61%
Five Years 9.42%
Ten Years -999
YTD 29.25%
Since Inception 9.62%
Returns Total
One Day -0.14%
Five Days -0.28%
One Month 1.26%
Three Months 6.40%
Six Months 10.29%
Nine Months 6.30%
One Year 12.60%
Three Years 17.70%
Five Years 56.70%
Ten Years -999
YTD 6.40%
Since Inception 98.87%
Yearly Returns
2024 6.40%
2023 8.12%
2022 -9.24%
2021 11.07%
2020 18.01%
2019 20.30%
2018 3.72%
2017 17.06%
2016 -0.51%
2015 0.00%
Risk against SP-DA
Alpha -8.11%
Beta 0.61
Correlation 76.85%
Downside Deviation 1.49%
Coefficient of determination 59.06%
Standard Deviation 2.67%
Sharpe Ratio -2.1
Sortino -13.06
Treynor 15.93
Ulcer Index 3.04
Ulcer Performance Index -6.39

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