Ancora

Statistics as of May 01, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Small Value
Expense Ratio
1.21%
TTM Yield
0.2%
3yr Sharpe
0.11
YTD Return
-10.1%
3yr Return
22.4%
1yr Return
1.0%
Total Assets
$183M
6M Money Flow
$8M
Large Value
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
0.19
YTD Return
-4.3%
3yr Return
23.3%
1yr Return
10.9%
Total Assets
$43M
6M Money Flow
-$73K
Preferred Stock
Expense Ratio
0.89%
TTM Yield
5.2%
3yr Sharpe
-0.09
YTD Return
-1.8%
3yr Return
10.9%
1yr Return
4.7%
Total Assets
$41M
6M Money Flow
$965K
Small Value
Expense Ratio
1.60%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-13.1%
3yr Return
8.9%
1yr Return
-10.0%
Total Assets
$17M
6M Money Flow
$193K