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ANCIX vs. FLKSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANCIX and FLKSX is 0.65, 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.


Performance

ANCIX vs. FLKSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and Fidelity Low-Priced Stock K6 Fund (FLKSX). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%100.00%120.00%December2025FebruaryMarchAprilMay
7.57%
103.38%
ANCIX
FLKSX

Key characteristics

Sharpe Ratio

ANCIX:

-0.71

FLKSX:

0.02

Sortino Ratio

ANCIX:

-0.89

FLKSX:

0.17

Omega Ratio

ANCIX:

0.89

FLKSX:

1.02

Calmar Ratio

ANCIX:

-0.55

FLKSX:

0.04

Martin Ratio

ANCIX:

-1.37

FLKSX:

0.13

Ulcer Index

ANCIX:

10.94%

FLKSX:

4.80%

Daily Std Dev

ANCIX:

20.92%

FLKSX:

17.06%

Max Drawdown

ANCIX:

-64.68%

FLKSX:

-36.70%

Current Drawdown

ANCIX:

-20.64%

FLKSX:

-5.51%

Returns By Period

In the year-to-date period, ANCIX achieves a -11.18% return, which is significantly lower than FLKSX's 0.21% return.


ANCIX

YTD

-11.18%

1M

9.35%

6M

-16.30%

1Y

-14.81%

5Y*

13.88%

10Y*

0.14%

FLKSX

YTD

0.21%

1M

14.63%

6M

-4.92%

1Y

0.33%

5Y*

14.47%

10Y*

N/A

*Annualized

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ANCIX vs. FLKSX - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than FLKSX's 0.50% expense ratio.


Risk-Adjusted Performance

ANCIX vs. FLKSX — Risk-Adjusted Performance Rank

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

ANCIX
The Risk-Adjusted Performance Rank of ANCIX is 11
Overall Rank
The Sharpe Ratio Rank of ANCIX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of ANCIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of ANCIX is 22
Omega Ratio Rank
The Calmar Ratio Rank of ANCIX is 11
Calmar Ratio Rank
The Martin Ratio Rank of ANCIX is 11
Martin Ratio Rank

FLKSX
The Risk-Adjusted Performance Rank of FLKSX is 2222
Overall Rank
The Sharpe Ratio Rank of FLKSX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of FLKSX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of FLKSX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of FLKSX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of FLKSX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ANCIX vs. FLKSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Fidelity Low-Priced Stock K6 Fund (FLKSX). 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.


The current ANCIX Sharpe Ratio is -0.71, which is lower than the FLKSX Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of ANCIX and FLKSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2025FebruaryMarchAprilMay
-0.71
0.02
ANCIX
FLKSX

Dividends

ANCIX vs. FLKSX - Dividend Comparison

ANCIX has not paid dividends to shareholders, while FLKSX's dividend yield for the trailing twelve months is around 2.44%.


TTM202420232022202120202019201820172016
ANCIX
Ancora MicroCap Fund
0.00%0.00%1.31%0.00%0.00%0.00%0.00%0.00%0.02%0.21%
FLKSX
Fidelity Low-Priced Stock K6 Fund
2.44%2.44%1.90%1.56%1.27%1.47%1.84%1.76%0.53%0.00%

Drawdowns

ANCIX vs. FLKSX - Drawdown Comparison

The maximum ANCIX drawdown since its inception was -64.68%, which is greater than FLKSX's maximum drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for ANCIX and FLKSX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-20.64%
-5.51%
ANCIX
FLKSX

Volatility

ANCIX vs. FLKSX - Volatility Comparison

Ancora MicroCap Fund (ANCIX) has a higher volatility of 8.93% compared to Fidelity Low-Priced Stock K6 Fund (FLKSX) at 8.38%. This indicates that ANCIX's price experiences larger fluctuations and is considered to be riskier than FLKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
8.93%
8.38%
ANCIX
FLKSX