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Ancora/Thelen Small-Mid Cap S (AATSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.48+0.05 (+0.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.76%
5-Year Average Return9.67%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)25.24%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return25.24%
Worst 3-Yr Total Return5.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAATSXCategory
YTD5.33%20.19%
1-Month-2.88%0.02%
3-Month-4.86%4.36%
1-Year16.16%60.18%
3-Year2.65%11.32%
5-Year9.95%13.88%
10-Year7.67%11.19%
Last Bull Market30.33%27.98%
Last Bear Market-15.86%-24.08%

Annual Total Return (%) History

Year
AATSXCategory
2024
N/AN/A
2023
21.53%N/A
2022
-17.13%N/A
2021
24.75%N/A
2020
12.46%10.99%
2019
25.24%23.75%
2018
-12.53%-12.72%
2017
19.45%12.28%
2016
16.97%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.71%-4.86%N/AN/A
20233.38%6.60%-2.21%12.77%
2022-7.83%-15.86%-4.73%12.18%
202114.13%7.22%-4.23%6.45%
2020-31.82%20.27%6.99%28.18%
201916.41%-0.33%-1.14%9.19%
20180.88%3.44%2.60%-18.31%
20174.34%4.96%3.71%5.17%
20162.37%2.88%4.97%5.81%
2015-13.99%4.67%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month92
3-Month87
1-Year10
3-Year29
5-Year21

Load Adjusted Returns

1-Year16.16%
3-Year2.65%
5-Year9.95%
10-Year7.67%