Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANCIX (ANCORA MICROCAP FUND CLASS I) | 5.35% | 8.23% | 7.88% | 4.56% | 7.62% | 6.52% | NA | … | … |
Data as of 03/20/2026, Common starting date is 09/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANCIX (ANCORA MICROCAP FUND CLASS I) | 09/10/2008 | 03/20/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.23 | 7.88 | 4.56 | 7.62 | 6.52 | NA | … | … | 5.35 | -2.35 | 3.43 | 24.98 | -7.92 | 37.42 | 4.59 | 10.98 | -22.08 | 18.00 | 16.73 | -8.72 | 16.36 | 26.61 | 8.52 | -12.76 | 36.04 | 61.29 | -38.69 |
| Sharpe Ratio | NA | 0.27 | 0.26 | 0.10 | 0.31 | NA | NA | … | … | 1.83 | -0.26 | -0.01 | 1.35 | -0.46 | 1.77 | 0.12 | 0.69 | -1.83 | 1.56 | 1.04 | -0.66 | 1.11 | 1.78 | 0.57 | -0.55 | 1.93 | 2.13 | -1.50 |
| Standard Deviation(%) | NA | 20.16 | 17.42 | 18.37 | 19.47 | NA | NA | … | … | 13.35 | 20.41 | 16.71 | 15.93 | 20.43 | 21.13 | 35.89 | 13.86 | 12.84 | 11.20 | 15.82 | 13.36 | 14.67 | 14.93 | 15.03 | 23.22 | 18.61 | 28.69 | 53.17 |
| Draw Down(%) | NA | 14.78 | 23.36 | 23.36 | 56.68 | NA | NA | … | … | 3.07 | 20.88 | 12.25 | 11.32 | 18.61 | 12.40 | 46.91 | 19.93 | 31.39 | 5.67 | 11.96 | 13.79 | 8.62 | 7.55 | 9.33 | 26.82 | 17.72 | 29.07 | 48.28 |
| Yield(%) | 0.00 | 14.26 | 8.80 | 5.26 | 5.93 | 5.81 | 6.09 | … | … | 10.20 | 4.03 | 5.59 | 5.46 | 0.00 | 0.00 | 0.00 | 1.59 | 9.55 | 8.49 | 1.85 | 12.37 | 15.17 | 0.00 | 0.51 | 7.47 | 4.88 | 0.00 | 0.00 |
Data as of 03/20/2026, Common starting date is 09/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCIX (ANCORA MICROCAP FUND CLASS I) |
-13.96%
Mar 2017 – Mar 2020 |
-7.02%
Mar 2015 – Mar 2020 |
1.75%
Mar 2010 – Mar 2020 |
6.38%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCIX (ANCORA MICROCAP FUND CLASS I) |
33.24%
Feb 2009 – Feb 2012 |
25.51%
Feb 2009 – Feb 2014 |
15.18%
Feb 2009 – Feb 2019 |
13.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart