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    More On AAIIX


    Ancora Income I (AAIIX)

    8.29 Up 0.01(0.12%) Apr 29

    Performance Overview as of Mar 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:2.72%
    5-Year Average Return:5.39%
    Number of Years Up:8
    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):-2.11%
    Load Adjusted Returns 
    1-Year:3.84%
    3-Year:4.00%
    5-Year:5.39%
    10-Year:5.66%
    Trailing Returns (%) vs. Benchmarks 
    ReturnAAIIXCategoryDiffIndex*Diff
    Year To Date2.72N/AN/AN/AN/A
    1-Month3.41N/AN/AN/AN/A
    3-Month2.72N/AN/AN/AN/A
    1-Year3.84N/AN/AN/AN/A
    3-Year4.00N/AN/AN/AN/A
    5-Year5.39N/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
    2016N/AN/AN/A
    2015
     
    3.40N/AN/A
    2014
     
    11.64N/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
     
    -4.05N/AN/A
    2006
     
    8.98N/AN/A
    2005
     
    0.49N/AN/A
    2004N/AN/AN/A
    Past Quarterly Returns (%) for AAIIX 
    Q1Q2Q3Q4
    20162.72N/AN/AN/A
    20152.29-0.45-1.062.64
    20146.663.52-0.101.22
    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
    20071.48-0.75-0.33-4.43
    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 Date27N/A
    1-Month22N/A
    3-Month27N/A
    6-Month1N/A
    1-Year1N/A
    3-Year4N/A
    5-Year8N/A