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Ancora Special Opportunity C (ANSCX)

7.04 Up 0.02(0.28%) Oct 20

Risk as of Sep 29, 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)5.04-6.22
Beta (against Standard Index)0.631.24
Mean Annual Return1.551.68
R-squared (against Standard Index)37.4979.63
Standard Deviation10.9214.65
Sharpe Ratio1.701.38
Treynor Ratio30.8817.05
5 Years
StatisticANSCXCategory
Alpha (against Standard Index)-0.36-4.50
Beta (against Standard Index)0.711.22
Mean Annual Return0.891.20
R-squared (against Standard Index)53.7682.16
Standard Deviation12.8117.72
Sharpe Ratio0.830.82
Treynor Ratio14.4511.28
10 Years
StatisticANSCXCategory
Alpha (against Standard Index)-1.25-0.78
Beta (against Standard Index)1.071.22
Mean Annual Return0.680.81
R-squared (against Standard Index)64.7582.15
Standard Deviation19.5419.84
Sharpe Ratio0.340.42
Treynor Ratio4.585.47