It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ANOCX: SMALL CAP GROWTH FUND C CLASS (MUTUAL FUND)
Basic Info 16.74 0.58(3.35%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 02/11/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 10.73% |
| Expenses | 0.97% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 7.7 | 16.8 | 12.5 | 3.1 | 12.2 | 10.3 | 8.6 | 10.7 | 7.9 | 13.8 | 15.9 | -27.1 | 6.9 | 49.6 | 35.5 | -5.8 | 24.6 | 9.6 | -5.0 | 4.4 | 39.5 | 13.4 | -6.2 | 28.7 | 23.7 | -42.6 | 22.7 | 12.6 | 4.0 | 9.9 | 55.6 |
| Sharpe Ratio | NA | 1.21 | 1.09 | 0.55 | 0.05 | 0.47 | NA | NA | 0.4 | 0.21 | 0.55 | 0.7 | -0.91 | 0.31 | 1.25 | 2.0 | -0.35 | 1.94 | 0.48 | -0.28 | 0.24 | 2.48 | 0.7 | -0.17 | 1.11 | 0.69 | -1.08 | 0.96 | 0.52 | 0.11 | 0.48 | 3.95 |
| Draw Down(%) | NA | 12.7 | 12.7 | 25.8 | 37.4 | 39.1 | NA | NA | 60.0 | 25.5 | 10.8 | 17.6 | 32.7 | 13.1 | 39.1 | 10.8 | 28.3 | 6.2 | 20.0 | 17.7 | 16.5 | 6.0 | 15.3 | 33.0 | 20.3 | 27.5 | 53.5 | 12.7 | 17.2 | 13.1 | 20.1 | 6.9 |
| Standard Deviation(%) | NA | 22.4 | 19.8 | 20.6 | 22.9 | 23.4 | NA | NA | 24.0 | 23.6 | 18.6 | 17.6 | 31.4 | 22.2 | 39.3 | 17.0 | 20.8 | 12.4 | 19.7 | 18.1 | 18.4 | 15.9 | 19.2 | 36.3 | 25.9 | 34.3 | 40.2 | 20.5 | 17.7 | 16.6 | 18.6 | 16.2 |
| Treynor Ratio | NA | 0.28 | 0.22 | 0.12 | 0.01 | 0.11 | NA | NA | 0.09 | 0.05 | 0.1 | 0.14 | -0.3 | 0.07 | 0.48 | 0.32 | -0.07 | 0.21 | 0.09 | -0.05 | 0.04 | 0.36 | 0.12 | -0.06 | 0.27 | 0.23 | -0.47 | 0.18 | 0.1 | 0.02 | 0.09 | 0.85 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.06 | -0.04 | 0.04 | 0.0 | -0.02 | -0.02 | 0.06 |
| Beta | NA | 0.96 | 0.97 | 0.95 | 0.95 | 0.99 | NA | NA | 1.0 | 0.96 | 0.97 | 0.87 | 0.95 | 1.03 | 1.02 | 1.06 | 1.06 | 1.16 | 1.1 | 1.1 | 1.15 | 1.08 | 1.1 | 1.11 | 1.06 | 1.02 | 0.92 | 1.08 | 0.97 | 1.05 | 0.96 | 0.75 |
| RSquared | NA | 0.9 | 0.91 | 0.94 | 0.95 | 0.96 | NA | NA | 0.95 | 0.95 | 0.94 | 0.94 | 0.98 | 0.95 | 0.98 | 0.96 | 0.97 | 0.92 | 0.95 | 0.94 | 0.96 | 0.96 | 0.97 | 0.98 | 0.96 | 0.95 | 0.98 | 0.92 | 0.86 | 0.89 | 0.9 | 0.83 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 0.0 | 0.0 | 0.0 | 23.5 | 17.7 | 8.3 | 15.2 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 8.6 | 2.3 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 69.5 | 172.1 | -57.0 | 244.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.0 | 306.1 | 38.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.89% (99%)
- IWO (iShares Russell 2000 Growth ETF) 4.34% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.56% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 4.03% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 4.27% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.08% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 3.72% (23%)
Latest Articles Related to ANOCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
