Ancora Microcap Financials
| ANCIX Fund | USD 17.87 0.09 0.51% |
Ancora |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ancora Microcap Fund Summary
Ancora Microcap competes with Virtus Real, Simt Real, Dunham Real, Jhancock Real, and Columbia Real. Under normal circumstances, the fund invests at least 80 percent of the assets in equity securities of companies whose equity securities have a total market value of under 700,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. It emphasizes a value style of investing. In deciding which securities to buy and which to sell, the Advisor will give primary consideration to fundamental factors.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ancora Trust |
| Mutual Fund Family | Ancora |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 626 2672 |
| Currency | USD - US Dollar |
Ancora Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ancora Microcap's current stock value. Our valuation model uses many indicators to compare Ancora Microcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora Microcap competition to find correlations between indicators driving Ancora Microcap's intrinsic value. More Info.Ancora Microcap Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancora Microcap Fund is roughly 15.79 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ancora Microcap's earnings, one of the primary drivers of an investment's value.Ancora Microcap Systematic Risk
Ancora Microcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ancora Microcap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Ancora Microcap correlated with the market. If Beta is less than 0 Ancora Microcap generally moves in the opposite direction as compared to the market. If Ancora Microcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ancora Microcap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ancora Microcap is generally in the same direction as the market. If Beta > 1 Ancora Microcap moves generally in the same direction as, but more than the movement of the benchmark.
Ancora Microcap December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ancora Microcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ancora Microcap Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ancora Microcap Fund based on widely used predictive technical indicators. In general, we focus on analyzing Ancora Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ancora Microcap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8824 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 3.94 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 2.09 |
Other Information on Investing in Ancora Mutual Fund
Ancora Microcap financial ratios help investors to determine whether Ancora Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ancora with respect to the benefits of owning Ancora Microcap security.
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