ANCIX vs. MSFT

In the year-to-date period, ANCIX achieves a -9.33% return, which is significantly lower than MSFT's 9.64% return. Over the past 10 years, ANCIX has underperformed MSFT with an annualized return of 5.12%, while MSFT has yielded a comparatively higher 27.46% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Microsoft Corporation (MSFT). 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 MSFT Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of ANCIX and MSFT, 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 MSFT's 0.70% yield.

The maximum ANCIX drawdown since its inception was -56.68%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for ANCIX and MSFT.

The current volatility for Ancora MicroCap Fund (ANCIX) is 6.39%, while Microsoft Corporation (MSFT) has a volatility of 8.33%. This indicates that ANCIX experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.