Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANSIX (ANCORA SPECIAL OPPORTUNITY FUND CLASS I) | NA | -18.17% | -3.49% | 3.96% | 5.69% | 2.98% | NA | … | … |
Data as of 12/09/2020, Common starting date is 01/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANSIX (ANCORA SPECIAL OPPORTUNITY FUND CLASS I) | 01/05/2004 | 12/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.17 | -3.49 | 3.96 | 5.69 | 2.98 | NA | … | … | -22.90 | 21.80 | -19.76 | 7.93 | 12.12 | -4.48 | -8.22 | 29.78 | 21.16 | -13.82 | 13.76 | 87.70 | -46.37 | -16.97 | 2.05 | -8.21 | 16.77 |
| Sharpe Ratio | NA | -0.56 | -0.21 | 0.17 | 0.32 | NA | NA | … | … | -0.72 | 1.51 | -1.36 | 0.71 | 0.80 | -0.35 | -0.45 | 1.84 | 1.57 | -0.77 | 0.98 | 3.46 | -1.18 | -0.97 | -0.12 | -0.88 | 1.74 |
| Standard Deviation(%) | NA | 33.06 | 21.88 | 18.53 | 16.65 | NA | NA | … | … | 33.94 | 13.64 | 15.51 | 10.28 | 14.90 | 12.97 | 18.20 | 16.18 | 13.56 | 17.93 | 13.97 | 25.33 | 40.02 | 20.58 | 10.16 | 11.79 | 9.19 |
| Draw Down(%) | NA | 39.87 | 39.87 | 39.87 | 39.87 | NA | NA | … | … | 39.87 | 8.89 | 25.62 | 6.84 | 12.44 | 13.56 | 16.39 | 5.87 | 9.94 | 23.94 | 12.85 | 25.75 | 54.51 | 21.69 | 14.74 | 13.68 | 8.08 |
| Yield(%) | 0.00 | 5.46 | 6.49 | 6.29 | 6.05 | 3.60 | 3.05 | … | … | 0.00 | 6.53 | 8.86 | 6.62 | 4.96 | 1.72 | 15.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/09/2020, Common starting date is 01/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSIX (ANCORA SPECIAL OPPORTUNITY FUND CLASS I) |
-27.17%
Feb 2006 – Feb 2009 |
-15.78%
Feb 2004 – Feb 2009 |
2.14%
Jan 2006 – Jan 2016 |
2.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSIX (ANCORA SPECIAL OPPORTUNITY FUND CLASS I) |
31.71%
Feb 2009 – Feb 2012 |
27.85%
Feb 2009 – Feb 2014 |
17.25%
Feb 2009 – Feb 2019 |
5.13%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart