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AAIIX

Ancora Income-I

$7.11 -0.04 (-0.56%)
Currency in USD / Last Updated: 3/28/2024
Category Preferred Stock
Market Cap 35.698M
52 Week High 7.16
52 Week Low 6.086
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Key Data
Symbol AAIIX
Type Mutual Fund
Category Preferred Stock
Price 7.11
Price Yesterday 7.15
Market Cap 35.70
YTD Return 4.05%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 5000
Redeption Fee 0.02
Prospectus 0.0179
Overview
52 Week High 7.16
52 Week Low 6.09
Market Cap 35.70M
Shares Outstanding 5.02M
Income Dividend Yield 5.49%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 5.49%
Returns Annualized
One Day -75.71%
Five Days -24.65%
One Months 11.28%
Three Months 17.86%
Six Months 20.85%
Nine Months 14.52%
One Year 13.11%
Three Years 1.73%
Five Years 3.55%
Ten Years 4.09%
YTD 17.86%
Since Inception 4.71%
Returns Total
One Day -0.56%
Five Days -0.56%
One Month 0.85%
Three Months 4.05%
Six Months 9.76%
Nine Months 10.58%
One Year 12.93%
Three Years 5.24%
Five Years 19.02%
Ten Years 49.12%
YTD 4.05%
Since Inception 139.72%
Yearly Returns
2024 4.05%
2023 9.96%
2022 -13.60%
2021 9.22%
2020 3.73%
2019 13.46%
2018 -3.40%
2017 6.26%
2016 6.22%
2015 2.83%
Risk against SP-DA
Alpha -3.06%
Beta 0.47
Correlation 82.30%
Downside Deviation 2.96%
Coefficient of determination 67.74%
Standard Deviation 1.92%
Sharpe Ratio -2.8
Sortino -6.27
Treynor 22.67
Ulcer Index 1.52
Ulcer Performance Index -12.19

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