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Ancora Income I (AAIIX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.34-0.01 (-0.12%)
At close: 5:22PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return5.28%
5-Year Average Return5.23%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 29, 2017)27.48%
Worst 1 Yr Total Return (Jun 29, 2017)-10.29%
Best 3-Yr Total Return27.48%
Worst 3-Yr Total Return-2.11%

Trailing Returns (%) Vs. Benchmarks

ReturnAAIIXCategory
YTD5.28%3.81%
1-Month0.63%0.17%
3-Month1.79%1.69%
1-Year4.41%6.09%
3-Year5.35%2.52%
5-Year5.23%4.18%
10-Year5.77%5.52%
Last Bull Market6.76%7.76%
Last Bear Market1.00%-3.23%

Annual Total Return (%) History

Year
AAIIXCategory
2017
N/AN/A
2016
6.21%7.52%
2015
3.40%-2.18%
2014
11.64%3.63%
2013
-2.71%1.87%
2012
7.19%11.71%
2011
7.62%3.37%
2010
11.07%10.86%
2009
27.48%29.22%
2008
-10.29%-15.41%
2007
-4.05%4.45%
2006
8.98%6.90%
2005
0.49%2.12%
2004
N/A8.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.43%1.79%N/AN/A
20162.72%4.25%2.34%-3.09%
20152.29%-0.45%-1.06%2.64%
20146.66%3.52%-0.10%1.22%
20132.55%-2.48%-3.03%0.33%
20122.65%1.64%2.42%0.31%
20112.34%2.77%-1.36%3.74%
20103.58%1.00%5.84%0.31%
2009-6.45%18.51%10.79%3.79%
20083.56%-2.19%-14.97%4.16%
20071.48%-0.75%-0.33%-4.43%
20061.89%-0.72%5.15%2.47%
2005-1.31%3.50%-0.10%-1.52%
2004-4.34%6.21%2.32%N/A

Rank In Category (By Total Return)

YTD16
1-Month10
3-Month43
1-Year76
3-Year5
5-Year20

Load Adjusted Returns

1-Year4.41%
3-Year5.35%
5-Year5.23%
10-Year5.77%