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Anchor Risk Mgd Equity Strategies Adv (ATEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.02-0.12 (-0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.75%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (20 June 2024)11.42%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return11.42%
Worst 3-yr total return3.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATEAXCategory
YTD5.56%9.18%
1-month1.91%-0.20%
3-month0.42%3.85%
1-year9.10%22.90%
3-year4.66%7.45%
5-year8.84%7.00%
10-year0.00%4.81%
Last bull market11.48%11.80%
Last bear market-4.65%-12.04%

Annual total return (%) history

Year
ATEAXCategory
2024
N/AN/A
2023
8.36%N/A
2022
-9.00%N/A
2021
11.42%N/A
2020
N/A7.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.51%N/AN/AN/A
20232.21%5.96%-3.53%3.72%
20220.99%-4.65%1.72%-7.10%
2021-1.40%7.25%0.63%4.71%
20203.15%9.00%N/AN/A

Rank in category (by total return)

YTD61
1-month65
3-month84
1-year84
3-year47
5-year36

Load adjusted returns

1-year9.10%
3-year4.66%
5-year8.84%
10-yearN/A