Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAIIX (ANCORA INCOME FUND CLASS I) | 1.75% | 6.27% | 7.47% | 2.45% | 3.15% | 2.91% | 3.22% | … | … |
Data as of 06/10/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAIIX (ANCORA INCOME FUND CLASS I) | 01/09/2004 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 6.27 | 7.47 | 2.45 | 3.15 | 2.91 | 3.22 | … | … | 1.75 | 3.56 | 9.69 | 9.96 | -13.58 | 9.21 | 2.15 | 11.07 | -5.57 | 5.75 | 6.29 | 3.46 | 5.72 | -9.58 | 6.01 | 4.57 | 9.81 | 24.22 | -11.31 | -6.61 | 4.51 | -4.52 | 5.20 |
| Sharpe Ratio | NA | 1.02 | 0.82 | 0.00 | 0.19 | NA | NA | … | … | 0.55 | 0.12 | 1.32 | 0.65 | -1.71 | 2.72 | 0.09 | 4.20 | -2.48 | 2.38 | 1.30 | 0.99 | 1.85 | -1.88 | 2.44 | 0.73 | 2.17 | 1.58 | -0.49 | -1.91 | 0.45 | -2.41 | 0.94 |
| Standard Deviation(%) | NA | 4.45 | 5.27 | 6.96 | 8.46 | NA | NA | … | … | 4.80 | 5.64 | 4.58 | 9.74 | 8.82 | 3.37 | 20.91 | 2.28 | 2.81 | 2.15 | 4.66 | 3.48 | 3.08 | 5.11 | 2.46 | 6.18 | 4.49 | 15.31 | 25.10 | 5.13 | 2.45 | 2.81 | 4.61 |
| Draw Down(%) | NA | 3.71 | 7.23 | 16.02 | 27.36 | NA | NA | … | … | 3.71 | 6.61 | 3.07 | 12.20 | 16.02 | 2.22 | 27.36 | 0.51 | 6.70 | 1.33 | 5.55 | 3.04 | 2.99 | 11.73 | 1.76 | 6.34 | 3.50 | 24.55 | 34.35 | 7.98 | 4.11 | 5.94 | 9.00 |
| Yield(%) | 0.00 | 5.78 | 5.64 | 4.57 | 4.36 | 3.94 | 3.94 | … | … | 2.45 | 5.23 | 5.19 | 5.38 | 4.46 | 4.66 | 4.14 | 4.19 | 3.99 | 4.93 | 6.45 | 6.80 | 1.76 | 0.00 | 5.88 | 4.15 | 6.12 | 5.64 | 5.37 | 3.25 | 1.87 | 0.50 | 5.00 |
Data as of 06/10/2026, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIIX (ANCORA INCOME FUND CLASS I) |
-8.95%
Feb 2006 – Feb 2009 |
-5.10%
Feb 2004 – Feb 2009 |
1.04%
Oct 2012 – Oct 2022 |
1.55%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAIIX (ANCORA INCOME FUND CLASS I) |
17.96%
Feb 2009 – Feb 2012 |
9.87%
Feb 2009 – Feb 2014 |
6.49%
Feb 2009 – Feb 2019 |
5.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart