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 Dow Up0.06% Nasdaq Down0.03%

Ancora Income I (AAIIX)

8.70 Up 0.02(0.23%) Jul 23

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:10.41%
5-Year Average Return:9.62%
Number of Years Up:6
Number of Years Down:3
Best 1 Yr Total Return (2009-12-31):27.48%
Worst 1 Yr Total Return (2008-12-31):-10.29%
Best 3-Yr Total Return (N/A):15.08%
Worst 3-Yr Total Return (N/A):-2.65%
Load Adjusted Returns 
1-Year:7.41%
3-Year:5.62%
5-Year:9.62%
10-Year:5.86%
Trailing Returns (%) vs. Benchmarks 
ReturnAAIIXCategoryDiffIndex*Diff
Year To Date10.41N/AN/AN/AN/A
1-Month0.49N/AN/AN/AN/A
3-Month3.52N/AN/AN/AN/A
1-Year7.41N/AN/AN/AN/A
3-Year5.62N/AN/AN/AN/A
5-Year9.62N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)6.76N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)1.00N/AN/AN/AN/A
Annual Total Return (%) History () 
YearAAIIXCategoryDiff
2014N/AN/AN/A
2013
 
-2.71N/AN/A
2012
 
7.19N/AN/A
2011
 
7.62N/AN/A
2010
 
11.07N/AN/A
2009
 
27.48N/AN/A
2008
 
-10.29N/AN/A
2007
 
-5.62N/AN/A
2006
 
8.98N/AN/A
2005
 
0.49N/AN/A
2004N/AN/AN/A
Past Quarterly Returns (%) for AAIIX 
Q1Q2Q3Q4
20146.663.52N/AN/A
20132.55-2.48-3.030.33
20122.651.642.420.31
20112.342.77-1.363.74
20103.581.005.840.31
2009-6.4518.5110.793.79
20083.56-2.19-14.974.16
20071.48-1.27-0.89-4.96
20061.89-0.725.152.47
2005-1.313.50-0.10-1.52
2004-4.346.212.32N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date1N/A
1-Month56N/A
3-Month16N/A
6-Month1N/A
1-Year54N/A
3-Year53N/A
5-Year40N/A