Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANIDX (Ancora Income D) | NA | 5.66% | 6.56% | 5.92% | NA | NA | NA | … | … |
Data as of 12/31/2012, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANIDX (Ancora Income D) | 03/28/2005 | 12/31/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 5.66 | 6.56 | 5.92 | NA | NA | NA | … | … | 6.01 | 3.95 | 9.81 | 24.22 | -11.31 | -6.61 | 4.51 | -2.86 |
| Sharpe Ratio | NA | 2.42 | 1.38 | 0.41 | NA | NA | NA | … | … | 2.44 | 0.63 | 2.17 | 1.58 | -0.49 | -1.89 | 0.50 | -2.14 |
| Standard Deviation(%) | NA | 2.47 | 4.70 | 13.75 | NA | NA | NA | … | … | 2.46 | 6.22 | 4.49 | 15.31 | 25.10 | 5.13 | 2.45 | 2.80 |
| Draw Down(%) | NA | 1.76 | 6.34 | 35.19 | NA | NA | NA | … | … | 1.76 | 6.34 | 3.50 | 24.55 | 34.35 | 7.98 | 4.11 | 5.01 |
| Yield(%) | 0.00 | 5.88 | 5.31 | 5.17 | 2.83 | 1.89 | 1.42 | … | … | 5.88 | 3.55 | 6.12 | 5.64 | 5.37 | 3.25 | 1.87 | 0.00 |
Data as of 12/31/2012, Common starting date is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIDX (Ancora Income D) |
-8.95%
Feb 2006 – Feb 2009 |
1.08%
May 2005 – May 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIDX (Ancora Income D) |
17.73%
Feb 2009 – Feb 2012 |
5.41%
Nov 2007 – Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart