ANCIX vs. IJR

The year-to-date returns for both investments are quite close, with ANCIX having a -13.34% return and IJR slightly higher at -13.05%. Over the past 10 years, ANCIX has underperformed IJR with an annualized return of -0.13%, while IJR has yielded a comparatively higher 7.00% 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 -0.76, which is lower than the IJR Sharpe Ratio of -0.09. 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 has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.36%.

The maximum ANCIX drawdown since its inception was -64.68%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for ANCIX and IJR. For additional features, visit the drawdowns tool.

The current volatility for Ancora MicroCap Fund (ANCIX) is 11.25%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 14.52%. This indicates that ANCIX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.