PVCMX vs. ANCIX

Last updated Apr 1, 2026

Compare and contrast key facts about Palm Valley Capital Fund Investor Class (PVCMX) and Ancora MicroCap Fund (ANCIX).

PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019. ANCIX is managed by Ancora. It was launched on Sep 2, 2008.

Performance

PVCMX vs. ANCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Palm Valley Capital Fund Investor Class (PVCMX) and Ancora MicroCap Fund (ANCIX). The values are adjusted to include any dividend payments, if applicable.

PVCMX vs. ANCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
PVCMX Palm Valley Capital Fund Investor Class	0.58%	4.45%	4.24%	9.47%	3.17%	3.72%	19.13%	1.22%
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	6.63%

Returns By Period

PVCMX

• 1D: 0.25%
• 1M: -1.05%
• YTD: 0.58%
• 6M: 1.23%
• 1Y: 4.45%
• 3Y*: 5.18%
• 5Y*: 4.37%
• 10Y*: —

ANCIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PVCMX vs. ANCIX - Expense Ratio Comparison

PVCMX has a 1.30% expense ratio, which is lower than ANCIX's 1.74% expense ratio.

ANCIX

Ancora MicroCap Fund

PVCMX

Palm Valley Capital Fund Investor Class

Return for Risk

PVCMX vs. ANCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PVCMX

PVCMX Risk / Return Rank: 49
PVCMX Sharpe Ratio Rank: 47
PVCMX Sortino Ratio Rank: 53
PVCMX Omega Ratio Rank: 36
PVCMX Calmar Ratio Rank: 67
PVCMX Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PVCMX vs. ANCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Palm Valley Capital Fund Investor Class (PVCMX) 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.

	PVCMX	ANCIX	Difference
Sharpe ratio Return per unit of total volatility	0.92	—	—
Sortino ratio Return per unit of downside risk	1.44	—	—
Omega ratio Gain probability vs. loss probability	1.17	—	—
Calmar ratio Return relative to maximum drawdown	1.52	—	—
Martin ratio Return relative to average drawdown	4.20	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PVCMX	ANCIX	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 PVCMX and ANCIX 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

PVCMX vs. ANCIX - Dividend Comparison

PVCMX's dividend yield for the trailing twelve months is around 4.77%, less than ANCIX's 15.21% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

Drawdown Indicators

	PVCMX	ANCIX	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-1.85%	—	—
Average Drawdown Average peak-to-trough decline	-1.29%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.02%	—	—

Volatility

Volatility by Period

	PVCMX	ANCIX	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%	—	—