ANCIX vs. AATIX

Last updated Apr 1, 2026

Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Ancora/Thelen Small-Mid Cap Fund (AATIX).

ANCIX is managed by Ancora. It was launched on Sep 2, 2008. AATIX is managed by Ancora. It was launched on Jan 2, 2013.

Performance

ANCIX vs. AATIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and Ancora/Thelen Small-Mid Cap Fund (AATIX). The values are adjusted to include any dividend payments, if applicable.

ANCIX vs. AATIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	10.98%	-22.08%	17.97%
AATIX Ancora/Thelen Small-Mid Cap Fund	-4.99%	4.07%	10.12%	21.23%	-17.34%	24.46%	12.14%	24.90%	-12.42%	19.06%

Returns By Period

ANCIX

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

AATIX

• 1D: -0.81%
• 1M: -11.51%
• YTD: -4.99%
• 6M: -5.49%
• 1Y: 5.67%
• 3Y*: 8.50%
• 5Y*: 3.56%
• 10Y*: 8.45%

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

ANCIX vs. AATIX - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than AATIX's 1.22% expense ratio.

ANCIX

Ancora MicroCap Fund

AATIX

Ancora/Thelen Small-Mid Cap Fund

Return for Risk

ANCIX vs. AATIX — Risk / Return Rank

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

AATIX

AATIX Risk / Return Rank: 11
AATIX Sharpe Ratio Rank: 11
AATIX Sortino Ratio Rank: 12
AATIX Omega Ratio Rank: 11
AATIX Calmar Ratio Rank: 12
AATIX Martin Ratio Rank: 11

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.

ANCIX vs. AATIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Ancora/Thelen Small-Mid Cap Fund (AATIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ANCIX	AATIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.28	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.00	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.01	—

Correlation

The correlation between ANCIX and AATIX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ANCIX vs. AATIX - Dividend Comparison

ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than AATIX's 9.23% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
AATIX Ancora/Thelen Small-Mid Cap Fund	9.23%	8.77%	0.00%	1.88%	2.21%	23.11%	0.28%	0.05%	7.60%	7.54%	0.14%	1.01%

Drawdowns

Drawdown Indicators

	ANCIX	AATIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-97.10%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-97.10%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-97.10%	—
Current Drawdown Current decline from peak	—	-96.49%	—
Average Drawdown Average peak-to-trough decline	—	-14.77%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.44%	—

Volatility

Volatility by Period

	ANCIX	AATIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.02%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	21.16%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	1,170.00%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	827.32%	—