Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANQCX (ANCORA EQUITY FUND CLASS C) | NA | -9.36% | 10.09% | 6.99% | 3.80% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANQCX (ANCORA EQUITY FUND CLASS C) | 03/28/2005 | 11/19/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.36 | 10.09 | 6.99 | 3.80 | NA | NA | … | … | -8.03 | -0.65 | 31.47 | 13.16 | -7.97 | 11.53 | 27.59 | -41.33 | -0.33 | 11.61 | 1.30 |
| Sharpe Ratio | NA | -1.03 | 0.58 | 0.34 | 0.01 | NA | NA | … | … | -0.73 | -0.05 | 2.81 | 0.96 | -0.33 | 0.69 | 0.87 | -0.97 | -0.20 | 0.88 | -0.06 |
| Standard Deviation(%) | NA | 14.94 | 13.00 | 16.10 | 22.27 | NA | NA | … | … | 12.25 | 14.18 | 11.17 | 13.74 | 23.99 | 16.70 | 31.65 | 43.39 | 16.52 | 9.48 | 10.51 |
| Draw Down(%) | NA | 16.71 | 16.71 | 23.03 | 64.55 | NA | NA | … | … | 9.28 | 10.28 | 6.31 | 12.37 | 23.03 | 15.27 | 37.34 | 51.06 | 11.04 | 10.56 | 5.77 |
| Yield(%) | 0.00 | 6.70 | 3.29 | 2.07 | 2.61 | 1.84 | 1.38 | … | … | 0.00 | 7.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 6.38 | 7.08 | 3.22 | 0.00 |
Data as of 11/19/2015, 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 |
|---|---|---|---|---|
| ANQCX (ANCORA EQUITY FUND CLASS C) |
-15.84%
Feb 2006 – Feb 2009 |
-2.19%
May 2007 – May 2012 |
3.80%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANQCX (ANCORA EQUITY FUND CLASS C) |
23.43%
Feb 2009 – Feb 2012 |
20.29%
Feb 2009 – Feb 2014 |
5.41%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart