Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AATIX (ANCORA/THELEN SMALL-MID CAP CLASS I) | 5.38% | 12.96% | 13.81% | 5.17% | 9.77% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AATIX (ANCORA/THELEN SMALL-MID CAP CLASS I) | 01/08/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 12.96 | 13.81 | 5.17 | 9.77 | NA | NA | … | … | 5.38 | 5.79 | 18.14 | 21.23 | -17.34 | 24.47 | 12.14 | 24.90 | -12.42 | 19.06 | 16.58 | -9.30 | 6.22 | 31.90 |
| Sharpe Ratio | NA | 0.59 | 0.60 | 0.13 | 0.38 | NA | NA | … | … | 0.31 | 0.14 | 0.85 | 1.04 | -0.78 | 1.40 | 0.30 | 1.75 | -0.91 | 1.34 | 1.01 | -0.63 | 0.46 | 2.65 |
| Standard Deviation(%) | NA | 17.35 | 18.37 | 19.48 | 20.89 | NA | NA | … | … | 18.79 | 20.87 | 17.13 | 16.99 | 24.19 | 17.51 | 39.92 | 13.37 | 15.26 | 13.77 | 16.14 | 14.73 | 13.51 | 12.30 |
| Draw Down(%) | NA | 13.22 | 24.84 | 27.50 | 43.17 | NA | NA | … | … | 13.22 | 22.24 | 8.81 | 13.30 | 27.50 | 8.82 | 43.17 | 11.85 | 24.48 | 7.22 | 13.85 | 17.84 | 13.11 | 5.42 |
| Yield(%) | 0.00 | 8.65 | 7.18 | 6.99 | 7.60 | 7.09 | 5.32 | … | … | 0.00 | 8.41 | 8.18 | 2.25 | 1.77 | 23.69 | 0.31 | 0.06 | 6.14 | 8.29 | 0.17 | 0.91 | 4.47 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATIX (ANCORA/THELEN SMALL-MID CAP CLASS I) |
-5.23%
Mar 2017 – Mar 2020 |
-1.74%
Mar 2015 – Mar 2020 |
6.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATIX (ANCORA/THELEN SMALL-MID CAP CLASS I) |
20.49%
Mar 2020 – Mar 2023 |
17.80%
Mar 2020 – Mar 2025 |
11.45%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart