ANCIX vs. HUSIX

In the year-to-date period, ANCIX achieves a -9.33% return, which is significantly lower than HUSIX's -8.26% return. Both investments have delivered pretty close results over the past 10 years, with ANCIX having a 5.12% annualized return and HUSIX not far ahead at 5.17%.

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ANCIX has a 1.74% expense ratio, which is lower than HUSIX's 1.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Huber Small Cap Value Fund (HUSIX). 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 -0.41, which is lower than the HUSIX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of ANCIX and HUSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ANCIX's dividend yield for the trailing twelve months is around 6.25%, more than HUSIX's 0.12% yield.

The maximum ANCIX drawdown since its inception was -56.68%, smaller than the maximum HUSIX drawdown of -69.93%. Use the drawdown chart below to compare losses from any high point for ANCIX and HUSIX.

Ancora MicroCap Fund (ANCIX) has a higher volatility of 6.39% compared to Huber Small Cap Value Fund (HUSIX) at 5.91%. This indicates that ANCIX's price experiences larger fluctuations and is considered to be riskier than HUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.