Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AATSX (ANCORA/THELEN SMALL-MID CAP CLASS S) | 4.49% | 14.05% | 14.89% | 0.87% | 7.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AATSX (ANCORA/THELEN SMALL-MID CAP CLASS S) | 07/01/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 14.05 | 14.89 | 0.87 | 7.55 | NA | NA | … | … | 4.49 | 4.28 | 18.39 | 21.54 | -18.89 | 2.18 | 12.46 | 25.24 | -12.26 | 19.45 | 16.96 | -10.04 |
| Sharpe Ratio | NA | 0.63 | 0.67 | -0.08 | 0.28 | NA | NA | … | … | 0.41 | 0.07 | 0.86 | 1.06 | -0.84 | 0.08 | 0.30 | 1.77 | -0.90 | 1.96 | 1.03 | -1.11 |
| Standard Deviation(%) | NA | 17.40 | 18.47 | 21.47 | 21.62 | NA | NA | … | … | 19.13 | 20.74 | 17.18 | 16.96 | 24.41 | 26.52 | 39.90 | 13.40 | 15.22 | 9.64 | 16.20 | 17.04 |
| Draw Down(%) | NA | 13.18 | 24.77 | 40.32 | 43.13 | NA | NA | … | … | 13.18 | 22.20 | 8.80 | 13.25 | 27.36 | 19.44 | 43.13 | 11.72 | 24.44 | 3.81 | 13.82 | 16.28 |
| Yield(%) | 0.00 | 8.65 | 7.41 | 3.16 | 4.45 | 2.92 | 2.19 | … | … | 0.00 | 8.28 | 8.17 | 2.45 | 0.00 | 0.69 | 0.57 | 0.35 | 6.19 | 8.52 | 0.12 | 0.89 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATSX (ANCORA/THELEN SMALL-MID CAP CLASS S) |
-4.99%
Mar 2017 – Mar 2020 |
-0.60%
May 2018 – May 2023 |
7.41%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATSX (ANCORA/THELEN SMALL-MID CAP CLASS S) |
18.29%
Sep 2022 – Sep 2025 |
15.02%
May 2016 – May 2021 |
9.29%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart