Ratings & Risk for Ancora Special Opportunity D (ANSDX)

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 High
    		85
    10-Year — — — 59
    Overall Average High
    		—
    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 30.37 0.16 -0.02
    5-Year 24.73 0.36 0.05
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 76.11 1.54 28.78
    3-Year 76.68 1.36 10.00
    5-Year 74.49 1.34 3.14
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009