Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANSCX (ANCORA SPECIAL OPPORTUNITY FUND CLASS C) | NA | -15.61% | -2.10% | 7.19% | 3.09% | NA | NA | … | … |
Data as of 11/29/2017, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANSCX (ANCORA SPECIAL OPPORTUNITY FUND CLASS C) | 03/28/2005 | 11/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.83 | -15.61 | -2.10 | 7.19 | 3.09 | NA | NA | … | … | -16.78 | 16.32 | -3.60 | 6.54 | 30.21 | 20.42 | -14.09 | 13.00 | 87.39 | -46.52 | -17.44 | 1.32 | -2.39 |
| Sharpe Ratio | NA | -0.48 | -0.10 | 0.27 | 0.09 | NA | NA | … | … | -0.71 | 1.12 | -0.28 | 0.58 | 1.88 | 1.52 | -0.80 | 0.94 | 3.44 | -1.18 | -0.99 | -0.20 | -0.42 |
| Standard Deviation(%) | NA | 33.73 | 26.17 | 26.41 | 30.76 | NA | NA | … | … | 26.40 | 14.30 | 12.89 | 11.16 | 16.06 | 13.47 | 17.64 | 13.79 | 25.40 | 40.03 | 20.68 | 10.11 | 12.75 |
| Draw Down(%) | NA | 21.83 | 21.83 | 21.83 | 62.98 | NA | NA | … | … | 21.83 | 12.43 | 13.79 | 7.26 | 6.01 | 10.12 | 24.19 | 12.84 | 25.95 | 54.83 | 22.07 | 14.77 | 7.89 |
| Yield(%) | 0.00 | 4.63 | 7.15 | 6.75 | 3.23 | 1.97 | 1.48 | … | … | 0.00 | 5.37 | 1.85 | 16.48 | 1.57 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/29/2017, 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 |
|---|---|---|---|---|
| ANSCX (ANCORA SPECIAL OPPORTUNITY FUND CLASS C) |
-27.60%
Feb 2006 – Feb 2009 |
-5.35%
Nov 2006 – Nov 2011 |
1.68%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSCX (ANCORA SPECIAL OPPORTUNITY FUND CLASS C) |
31.22%
Feb 2009 – Feb 2012 |
27.55%
Feb 2009 – Feb 2014 |
4.98%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart