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Ancora Special Opportunity I (ANSIX)

7.36 Up 0.02(0.27%) Apr 15
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Risk as of Mar 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):87.78%
Worst 1 Yr Total Return(Dec 30, 2008):-45.35%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticANSIXCategory
Alpha (against Standard Index)1.77-4.99
Beta (against Standard Index)0.721.24
Mean Annual Return1.021.09
R-squared (against Standard Index)49.7387.44
Standard Deviation12.6916.62
Sharpe Ratio0.960.79
Treynor Ratio16.6810.01
5 Years
StatisticANSIXCategory
Alpha (against Standard Index)6.16-1.44
Beta (against Standard Index)0.921.26
Mean Annual Return2.082.01
R-squared (against Standard Index)49.6582.85
Standard Deviation18.3319.46
Sharpe Ratio1.351.25
Treynor Ratio28.0919.70
10 Years
StatisticANSIXCategory
Alpha (against Standard Index)0.030.68
Beta (against Standard Index)1.061.20
Mean Annual Return0.730.86
R-squared (against Standard Index)64.6582.90
Standard Deviation19.4619.49
Sharpe Ratio0.360.45
Treynor Ratio5.106.04