Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANQDX (Ancora Equity D) | NA | 11.04% | 5.63% | -0.16% | 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 |
|---|---|---|
| ANQDX (Ancora Equity 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 (%) | -0.27 | 11.04 | 5.63 | -0.16 | NA | NA | NA | … | … | 13.81 | -7.58 | 12.04 | 28.25 | -34.35 | 6.49 | 15.48 | 1.66 |
| Sharpe Ratio | NA | 1.00 | 0.30 | -0.01 | NA | NA | NA | … | … | 1.01 | -0.32 | 0.71 | 0.89 | -0.83 | 0.19 | 1.27 | -0.01 |
| Standard Deviation(%) | NA | 13.69 | 18.82 | 28.01 | NA | NA | NA | … | … | 13.71 | 24.13 | 16.75 | 31.65 | 42.32 | 17.91 | 9.65 | 10.59 |
| Draw Down(%) | NA | 12.26 | 22.86 | 55.99 | NA | NA | NA | … | … | 12.26 | 22.86 | 15.13 | 37.28 | 50.92 | 8.83 | 10.45 | 5.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.35 | 1.92 | 1.28 | 0.96 | … | … | 0.00 | 0.00 | 0.00 | 0.14 | 6.74 | 7.43 | 3.19 | 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 |
|---|---|---|---|---|
| ANQDX (Ancora Equity D) |
-15.44%
Feb 2006 – Feb 2009 |
-1.72%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANQDX (Ancora Equity D) |
24.06%
Feb 2009 – Feb 2012 |
3.98%
Jun 2006 – Jun 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart