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 Dow Down0.05% Nasdaq Up0.02%

Ancora Special Opportunity I (ANSIX)

7.40 Up 0.01(0.14%) Jul 28

Risk as of Jun 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):87.78%
Worst 1 Yr Total Return(Dec 30, 2008):-45.35%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticANSIXCategory
Alpha (against Standard Index)2.24-5.20
Beta (against Standard Index)0.731.25
Mean Annual Return1.171.24
R-squared (against Standard Index)49.6586.07
Standard Deviation12.6416.47
Sharpe Ratio1.100.91
Treynor Ratio19.2711.72
5 Years
StatisticANSIXCategory
Alpha (against Standard Index)3.24-2.13
Beta (against Standard Index)0.741.22
Mean Annual Return1.401.67
R-squared (against Standard Index)51.8183.30
Standard Deviation13.8017.87
Sharpe Ratio1.211.13
Treynor Ratio22.9216.68
10 Years
StatisticANSIXCategory
Alpha (against Standard Index)-0.340.34
Beta (against Standard Index)1.061.21
Mean Annual Return0.730.87
R-squared (against Standard Index)64.4482.80
Standard Deviation19.4819.52
Sharpe Ratio0.360.46
Treynor Ratio5.116.14