NasdaqGM - Delayed Quote USD
Ancora Dividend Value Equity Fu (0P0001FSZN)
As of April 5 at 4:00 PM EDT. Market Open.
Fund Summary
Under normal circumstances, at least 80% of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25% of the fund.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 4.16% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001FSZN | Category Average | 0P0001FSZN | Category Average | 0P0001FSZN | Category Average | |
| Alpha | -1.24 | -0.01 | -- | -0.03 | -- | -0.03 |
| BETA | 0.81 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.79 | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | 85.67 | 0.78 | -- | 0.83 | -- | 0.84 |
| Standard Deviation | 15.42 | 0.17 | -- | 0.19 | -- | 0.16 |
| Sharpe Ratio | 0.42 | 0 | -- | 0 | -- | 0.01 |
| Treynor Ratio | 6.92 | 0.04 | -- | 0.07 | -- | 0.08 |
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