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 Dow Up0.02% Nasdaq Up0.05%

Ancora Special Opportunity I (ANSIX)

7.51 Up 0.02(0.27%) Jul 23

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:7.93%
5-Year Average Return:17.07%
Number of Years Up:6
Number of Years Down:3
Best 1 Yr Total Return (2009-12-31):87.78%
Worst 1 Yr Total Return (2008-12-31):-45.35%
Best 3-Yr Total Return (N/A):22.65%
Worst 3-Yr Total Return (N/A):-18.55%
Load Adjusted Returns 
1-Year:16.30%
3-Year:14.06%
5-Year:17.07%
10-Year:7.04%
Trailing Returns (%) vs. Benchmarks 
ReturnANSIXCategoryDiffIndex*Diff
Year To Date7.93N/AN/AN/AN/A
1-Month3.11N/AN/AN/AN/A
3-Month1.60N/AN/AN/AN/A
1-Year16.30N/AN/AN/AN/A
3-Year14.06N/AN/AN/AN/A
5-Year17.07N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)13.99N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-18.50N/AN/AN/AN/A
Annual Total Return (%) History () 
YearANSIXCategoryDiff
2014N/AN/AN/A
2013
 
31.32N/AN/A
2012
 
20.97N/AN/A
2011
 
-13.63N/AN/A
2010
 
13.76N/AN/A
2009
 
87.78N/AN/A
2008
 
-45.35N/AN/A
2007
 
-6.21N/AN/A
2006
 
5.42N/AN/A
2005
 
0.60N/AN/A
2004N/AN/AN/A
Past Quarterly Returns (%) for ANSIX 
Q1Q2Q3Q4
20146.231.60N/AN/A
201316.914.251.665.99
201210.22-3.233.549.53
20113.65-3.70-16.153.21
20103.71-7.378.419.22
2009-2.0546.8628.491.59
2008-7.91-3.58-7.43-33.52
20072.371.60-2.80-7.22
20065.21-7.290.008.08
2005-6.191.482.013.60
20041.76-1.3516.39N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date9N/A
1-Month89N/A
3-Month82N/A
6-Month9N/A
1-Year95N/A
3-Year60N/A
5-Year91N/A