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Ancora Special Opportunity I (ANSIX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.28+0.02 (+0.28%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.47%
5-Year Average Return12.91%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2017)87.78%
Worst 1 Yr Total Return (Apr 29, 2017)-45.35%
Best 3-Yr Total Return87.78%
Worst 3-Yr Total Return-18.55%

Trailing Returns (%) Vs. Benchmarks

ReturnANSIXCategory
YTD4.47%0.78%
1-Month0.55%0.49%
3-Month1.12%0.93%
1-Year17.30%21.89%
3-Year6.97%6.98%
5-Year12.91%11.78%
10-Year6.65%6.25%
Last Bull Market13.99%27.36%
Last Bear Market-18.50%-23.91%

Annual Total Return (%) History

Year
ANSIXCategory
2017
N/AN/A
2016
17.19%25.99%
2015
-2.89%-6.71%
2014
7.33%3.34%
2013
31.32%36.22%
2012
20.97%16.00%
2011
-13.63%-4.45%
2010
13.76%26.17%
2009
87.78%31.32%
2008
-45.35%-32.24%
2007
-6.21%-6.08%
2006
5.42%16.27%
2005
0.60%6.40%
2004
N/A21.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.89%N/AN/AN/A
20162.27%1.90%9.63%2.58%
2015-0.15%2.32%-9.52%5.06%
20146.23%1.60%-1.44%0.90%
201316.91%4.25%1.66%5.99%
201210.22%-3.23%3.54%9.53%
20113.65%-3.70%-16.15%3.21%
20103.71%-7.37%8.41%9.22%
2009-2.05%46.86%28.49%1.59%
2008-7.91%-3.58%-7.43%-33.52%
20072.37%1.60%-2.80%-7.22%
20065.21%-7.29%0.00%8.08%
2005-6.19%1.48%2.01%3.60%
20041.76%-1.35%16.39%N/A

Rank In Category (By Total Return)

YTD4
1-Month49
3-Month46
1-Year84
3-Year60
5-Year34

Load Adjusted Returns

1-Year17.30%
3-Year6.97%
5-Year12.91%
10-Year6.65%