# Anchor Risk Mgd Equity Strategies Instl (ATESX)

> Source: Nexqual · https://nexqual.com/ATESX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Anchor Risk Mgd Equity Strategies Instl (ATESX), nexqual.com/ATESX" · informational, not investment advice.

**Price:** USD 15.37 (-0.07% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 15.38 · day 15.37–15.37 · 52w 15.01–17.3 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -4.5% vs S&P 500 +13.4%; 5Y +12.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -4.5% | +12.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -4.5% | +2.3% |
| Volatility (annualized) | 11.4% | 9.8% |
| Max drawdown | -11.2% (Jun 2026→Oct 2026) | -11.0% (Nov 2021→Mar 2023) |

## Peers
ATCSX (Anchor Risk Managed Credit Stra) USD 14.14 -0.00% · MBXIX (Catalyst/Millburn Hedge Strateg) USD 48.98 +0.00% · ATEAX (Anchor Risk Managed Equity Stra) USD 15.57 +0.00% · TFAFX (Tactical Growth Allocation Fund) USD 13.59 -0.00% · PWDIX (Power Dividend Index Fund Class) USD 12.54 +0.00%

## More
Full page: https://nexqual.com/ATESX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt