Ratings & Risk for Ancora Special Opportunity C (ANSCX)

Morningstar Category: Small Value
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average High
    		100
    5-Year Average Above Average
    		85
    10-Year — — — 59
    Overall Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 30.45 0.11 -0.03
    5-Year 24.76 0.32 0.03
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 76.51 1.55 28.08
    3-Year 76.89 1.37 9.53
    5-Year 74.67 1.35 2.64
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009