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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

Risk Overview

Morningstar Risk Rating★★★

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

Risk Statistics

3 Years

AATSXCategory Average

5 Years

AATSXCategory Average

10 Years

AATSXCategory Average

Alpha

-6.3-0.09

-4.8-0.06

-5.14-0.06

BETA

0.970.01

1.080.01

1.090.01

Mean Annual Return

0.390.01

1.010.01

0.770.01

R-squared

72.070.83

76.140.77

77.90.78

Standard Deviation

20.450.26

22.460.21

18.840.19

Sharpe Ratio

0.060

0.430.01

0.40.01

Treynor Ratio

-0.810.08

7.030.1

5.570.09