ANCIX vs. PVCMX
Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Palm Valley Capital Fund Investor Class (PVCMX).
ANCIX is managed by Ancora. It was launched on Sep 2, 2008. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
ANCIX vs. PVCMX - Performance Comparison
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ANCIX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 5.35% | -2.35% | -2.06% | 24.98% | -7.92% | 37.42% | 4.59% | 6.63% |
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
ANCIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
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ANCIX vs. PVCMX - Expense Ratio Comparison
ANCIX has a 1.74% expense ratio, which is higher than PVCMX's 1.30% expense ratio.
Return for Risk
ANCIX vs. PVCMX — Risk / Return Rank
ANCIX
PVCMX
ANCIX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Palm Valley Capital Fund Investor Class (PVCMX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ANCIX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.92 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 1.04 | — |
Correlation
The correlation between ANCIX and PVCMX is 0.66, 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.
Dividends
ANCIX vs. PVCMX - Dividend Comparison
ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than PVCMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 15.21% | 4.30% | 0.00% | 4.57% | 0.00% | 0.00% | 0.00% | 1.52% | 14.15% | 7.81% | 1.60% | 15.56% |
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANCIX vs. PVCMX - Drawdown Comparison
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Drawdown Indicators
| ANCIX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -7.44% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.81% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.44% | — |
Current DrawdownCurrent decline from peak | — | -1.85% | — |
Average DrawdownAverage peak-to-trough decline | — | -1.29% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.02% | — |
Volatility
ANCIX vs. PVCMX - Volatility Comparison
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Volatility by Period
| ANCIX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.95% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 4.75% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 5.20% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 6.37% | — |