ANCSX
Ancora Microcap Fund
ANCORA TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

72 months through Dec. 31, 2025
Volatility (ann.)
16.55%
Sharpe
0.49
Sortino
0.90
Max drawdown
-36.17%
Best month
19.98%
Worst month
-27.26%
Beta vs VTSAX
0.87
Correlation
0.66

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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