ANCIX vs. IJR

In the year-to-date period, ANCIX achieves a -8.89% return, which is significantly lower than IJR's -8.27% return. Over the past 10 years, ANCIX has underperformed IJR with an annualized return of 5.23%, while IJR has yielded a comparatively higher 7.58% annualized return.

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ANCIX has a 1.74% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and iShares Core S&P Small-Cap ETF (IJR). 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 -0.36, which is lower than the IJR Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of ANCIX and IJR, 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 6.22%, more than IJR's 2.24% yield.

The maximum ANCIX drawdown since its inception was -56.68%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for ANCIX and IJR.

Ancora MicroCap Fund (ANCIX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 6.40% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.