UK markets closed

Ancora/Thelen Small-Mid Cap S (AATSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.33-0.15 (-0.81%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)25.24%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
AATSXCategory average
5 years
AATSXCategory average
10 years
AATSXCategory average
Alpha
-6.3-0.09
-4.8-0.06
-5.14-0.06
BETA
0.970.01
1.080.01
1.090.01
Mean annual return
0.390.01
1.010.01
0.770.01
R-squared
72.070.83
76.140.77
77.90.78
Standard deviation
20.450.26
22.460.21
18.840.19
Sharpe ratio
0.060
0.430.01
0.40.01
Treynor ratio
-0.810.08
7.030.1
5.570.09