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Ancora Special Opportunity C (ANSCX)

7.25 Down 0.04(0.55%) Sep 19

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2009):87.47%
Worst 1 Yr Total Return(Dec 30, 2008):-45.77%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticANSCXCategory
Alpha (against Standard Index)3.02-5.71
Beta (against Standard Index)0.701.24
Mean Annual Return1.381.55
R-squared (against Standard Index)45.7683.94
Standard Deviation11.9115.76
Sharpe Ratio1.391.18
Treynor Ratio24.5815.20
5 Years
StatisticANSCXCategory
Alpha (against Standard Index)0.76-3.26
Beta (against Standard Index)0.731.21
Mean Annual Return1.071.39
R-squared (against Standard Index)51.9382.68
Standard Deviation13.3717.52
Sharpe Ratio0.960.96
Treynor Ratio17.2513.60
10 Years
StatisticANSCXCategory
Alpha (against Standard Index)-1.200.03
Beta (against Standard Index)1.071.21
Mean Annual Return0.710.90
R-squared (against Standard Index)64.7282.50
Standard Deviation19.5419.58
Sharpe Ratio0.350.48
Treynor Ratio4.876.46