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Anchor Risk Managed Income Strategies Fund - Advisor Class: (MF: ATCAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:17 PM ET

$15.65 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.31 93
3 months 0.33 95
6 months 2.70 66
1 Year 4.77 84
3 Year 3.36 97
5 Year 1.05 63
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.19
5 Year 0.74
10 Year NA
Since Inception 0.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.43 1.04 5.65 -0.08
2024 5.42 1.36 -1.17 -1.01
2023 -1.34 -1.80 -1.92 3.18
2022 -2.81 -3.49 1.65 -1.93
2021 -0.28 1.32 -0.46 -0.49

Annual Return

202620252024202320222021
% Total Return 0.318.194.54-1.96-6.490.07
% Total Return Rel to Index 0.910.813.27-7.496.521.61
% Total Return Rel to Peer 0.531.170.66-8.363.03-0.60
% Perf Quintile vs Peer* 1.001.000.005.002.003.00
% Dividends 0.232.182.210.640.000.00
% Yield 0.6712.8712.3611.270.000.00
Capital Gains ($) 0.000.000.000.000.000.51
Expense Ratio 0.002.012.012.960.000.00

* 1 = Top 20%, 5 = Bottom 20%