Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANICX (ANCORA INCOME FUND CLASS C) | NA | 1.87% | 3.28% | 3.44% | 4.43% | NA | NA | … | … |
Data as of 11/29/2017, Common starting date is 04/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANICX (ANCORA INCOME FUND CLASS C) | 04/29/2004 | 11/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 1.87 | 3.28 | 3.44 | 4.43 | NA | NA | … | … | 2.12 | 4.99 | 2.81 | 10.93 | -3.39 | 6.26 | 4.45 | 9.60 | 23.93 | -11.53 | -6.71 | 4.13 | -4.73 | 8.80 |
| Sharpe Ratio | NA | 0.43 | 0.80 | 0.86 | 0.42 | NA | NA | … | … | 0.60 | 1.03 | 0.81 | 4.25 | -0.72 | 2.55 | 0.72 | 2.14 | 1.56 | -0.49 | -1.90 | 0.33 | -2.49 | 2.51 |
| Standard Deviation(%) | NA | 2.97 | 3.74 | 3.78 | 10.09 | NA | NA | … | … | 2.85 | 4.62 | 3.45 | 2.57 | 4.76 | 2.46 | 6.12 | 4.44 | 15.28 | 25.16 | 5.15 | 2.53 | 2.77 | 4.87 |
| Draw Down(%) | NA | 2.16 | 5.69 | 9.21 | 35.29 | NA | NA | … | … | 2.16 | 5.69 | 3.29 | 1.89 | 9.21 | 1.76 | 6.38 | 3.51 | 24.54 | 34.46 | 8.08 | 4.33 | 6.15 | 4.46 |
| Yield(%) | 0.00 | 2.18 | 4.79 | 5.32 | 5.16 | 3.86 | 2.90 | … | … | 2.18 | 5.58 | 6.43 | 7.14 | 6.66 | 6.12 | 3.92 | 5.79 | 5.35 | 5.09 | 3.09 | 1.58 | 0.50 | 5.18 |
Data as of 11/29/2017, Common starting date is 04/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANICX (ANCORA INCOME FUND CLASS C) |
-9.19%
Feb 2006 – Feb 2009 |
-1.08%
May 2004 – May 2009 |
2.84%
Dec 2004 – Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANICX (ANCORA INCOME FUND CLASS C) |
17.78%
Feb 2009 – Feb 2012 |
11.56%
Feb 2009 – Feb 2014 |
4.49%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart