DASCX vs. ANCIX

In the year-to-date period, DASCX achieves a -8.36% return, which is significantly higher than ANCIX's -9.33% return. Over the past 10 years, DASCX has outperformed ANCIX with an annualized return of 5.45%, while ANCIX has yielded a comparatively lower 5.12% annualized return.

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DASCX has a 1.13% expense ratio, which is lower than ANCIX's 1.74% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dean Small Cap Value Fund (DASCX) and Ancora MicroCap Fund (ANCIX). 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 DASCX Sharpe Ratio is -0.04, which is higher than the ANCIX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of DASCX and ANCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DASCX's dividend yield for the trailing twelve months is around 4.16%, less than ANCIX's 6.25% yield.

The maximum DASCX drawdown since its inception was -67.16%, which is greater than ANCIX's maximum drawdown of -56.68%. Use the drawdown chart below to compare losses from any high point for DASCX and ANCIX.

Dean Small Cap Value Fund (DASCX) has a higher volatility of 7.75% compared to Ancora MicroCap Fund (ANCIX) at 6.39%. This indicates that DASCX's price experiences larger fluctuations and is considered to be riskier than ANCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.