AAIIX vs. ANCIX

Last updated Apr 1, 2026

Compare and contrast key facts about Ancora Income Fund (AAIIX) and Ancora MicroCap Fund (ANCIX).

AAIIX is managed by Ancora. It was launched on Jan 5, 2004. ANCIX is managed by Ancora. It was launched on Sep 2, 2008.

Performance

AAIIX vs. ANCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora Income Fund (AAIIX) and Ancora MicroCap Fund (ANCIX). The values are adjusted to include any dividend payments, if applicable.

AAIIX vs. ANCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AAIIX Ancora Income Fund	-0.31%	2.28%	9.23%	9.46%	-14.32%	9.21%	3.72%	11.08%	-5.60%	6.57%
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	10.98%	-22.08%	17.97%

Returns By Period

AAIIX

• 1D: 0.29%
• 1M: -3.18%
• YTD: -0.31%
• 6M: -0.93%
• 1Y: 3.83%
• 3Y*: 6.20%
• 5Y*: 2.14%
• 10Y*: 3.19%

ANCIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AAIIX vs. ANCIX - Expense Ratio Comparison

AAIIX has a 2.20% expense ratio, which is higher than ANCIX's 1.74% expense ratio.

AAIIX

Ancora Income Fund

ANCIX

Ancora MicroCap Fund

Return for Risk

AAIIX vs. ANCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAIIX

AAIIX Risk / Return Rank: 21
AAIIX Sharpe Ratio Rank: 24
AAIIX Sortino Ratio Rank: 20
AAIIX Omega Ratio Rank: 21
AAIIX Calmar Ratio Rank: 20
AAIIX Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAIIX vs. ANCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora Income Fund (AAIIX) and Ancora MicroCap Fund (ANCIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AAIIX	ANCIX	Difference
Sharpe ratio Return per unit of total volatility	0.61	—	—
Sortino ratio Return per unit of downside risk	0.84	—	—
Omega ratio Gain probability vs. loss probability	1.12	—	—
Calmar ratio Return relative to maximum drawdown	0.60	—	—
Martin ratio Return relative to average drawdown	1.98	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AAIIX	ANCIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.00	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.00	—	—

Correlation

The correlation between AAIIX and ANCIX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

AAIIX vs. ANCIX - Dividend Comparison

AAIIX's dividend yield for the trailing twelve months is around 5.14%, less than ANCIX's 15.21% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAIIX Ancora Income Fund	5.14%	4.09%	4.57%	4.77%	4.52%	4.46%	5.68%	3.96%	4.36%	5.69%	6.40%	6.99%
ANCIX Ancora MicroCap Fund	15.21%	4.30%	0.00%	4.57%	0.00%	0.00%	0.00%	1.52%	14.15%	7.81%	1.60%	15.56%

Drawdowns

Drawdown Indicators

	AAIIX	ANCIX	Difference
Max Drawdown Largest peak-to-trough decline	-98.01%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-4.78%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-98.01%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-98.01%	—	—
Current Drawdown Current decline from peak	-97.84%	—	—
Average Drawdown Average peak-to-trough decline	-11.70%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.49%	—	—

Volatility

Volatility by Period

	AAIIX	ANCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.84%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.27%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	5.61%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2,091.17%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,478.49%	—	—