AAIIX - Ancora Income I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Oct 30, 2017)27.48%
Worst 1 Yr Total Return (Oct 30, 2017)-10.29%

Risk Statistics

3 Years
AAIIXCategory Average
5 Years
AAIIXCategory Average
10 Years
AAIIXCategory Average
Alpha
3.640.02
3.170.02
1.780.02
Beta
0.730
0.860.01
1.090.01
Mean Annual Return
0.460
0.410
0.520
R-squared
28.180.24
36.560.34
13.70.24
Standard Deviation
3.880.04
4.040.04
9.580.06
Sharpe Ratio
1.320.01
1.170.01
0.610.01
Treynor Ratio
7.10.05
5.540.06
5.14-0.01