ANISX
Ancora Income Fund
ANCORA TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

75 months through March 31, 2026
Volatility (ann.)
6.24%
Sharpe
1.16
Sortino
2.15
Max drawdown
-14.48%
Best month
9.34%
Worst month
-12.66%
Beta vs VTSAX
0.37
Correlation
0.75

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

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