See what your fund actually adds

Anchor Risk Managed Equity Strategies Fund Advisor Class ATEAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

ATEAX compared with its replication portfolio
MeasureATEAXReplication
Annualized growth3.7%6.2%
Annualized volatility9.7%8.0%
Sharpe ratio0.430.79
Maximum drawdown10.8%18.9%
Replication fit (R²)0.18 · Tracking error 8.7%

Replication portfolio

The published portfolio below is the investable basket used to model ATEAX’s historical return behavior.

ATEAX replication basket weights
TickerBuilding blockWeight
SPHYFI · High Yield62.0%
VWOBFI · EM Bonds USD13.8%
XLKSector · Technology13.6%
ICVTFI · Convertibles10.5%