• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.29% Nasdaq Up0.52%

    Ancora Special Opportunity I (ANSIX)

    6.67 Up 0.02(0.30%) Jul 22

    Risk as of Jun 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:2
    Number of Years Up7
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2009):87.78%
    Worst 1 Yr Total Return(Dec 30, 2008):-45.35%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticANSIXCategory
    Alpha (against Standard Index)-3.94-5.23
    Beta (against Standard Index)0.841.02
    Mean Annual Return0.490.56
    R-squared (against Standard Index)71.9466.85
    Standard Deviation11.1114.17
    Sharpe Ratio0.520.49
    Treynor Ratio6.335.93
    5 Years
    StatisticANSIXCategory
    Alpha (against Standard Index)-0.89-5.33
    Beta (against Standard Index)0.791.15
    Mean Annual Return0.730.72
    R-squared (against Standard Index)59.4677.02
    Standard Deviation12.4715.86
    Sharpe Ratio0.700.55
    Treynor Ratio10.416.75
    10 Years
    StatisticANSIXCategory
    Alpha (against Standard Index)-0.99-2.01
    Beta (against Standard Index)1.031.16
    Mean Annual Return0.630.63
    R-squared (against Standard Index)64.8881.15
    Standard Deviation19.4819.64
    Sharpe Ratio0.340.34
    Treynor Ratio4.744.24