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 Dow Down0.42% Nasdaq Down0.05%

Ancora Income I (AAIIX)

8.65 Down 0.05(0.57%) Jul 29

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2009):27.48%
Worst 1 Yr Total Return(Dec 30, 2008):-10.29%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticAAIIXCategory
Alpha (against Standard Index)3.053.69
Beta (against Standard Index)0.680.58
Mean Annual Return0.460.49
R-squared (against Standard Index)22.5216.59
Standard Deviation3.984.80
Sharpe Ratio1.381.24
Treynor Ratio8.153.53
5 Years
StatisticAAIIXCategory
Alpha (against Standard Index)6.505.95
Beta (against Standard Index)0.580.66
Mean Annual Return0.780.76
R-squared (against Standard Index)13.3618.31
Standard Deviation4.535.00
Sharpe Ratio2.041.83
Treynor Ratio16.4116.83
10 Years
StatisticAAIIXCategory
Alpha (against Standard Index)1.142.07
Beta (against Standard Index)1.100.91
Mean Annual Return0.530.56
R-squared (against Standard Index)14.2323.85
Standard Deviation9.566.36
Sharpe Ratio0.490.80
Treynor Ratio4.058.89