Ancora Income Financial Statements From 2010 to 2026

AAIIX Fund  USD 7.22  0.01  0.14%   
Ancora Income's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Ancora Income's valuation are provided below:
Ancora Income Fund does not presently have any fundamental signals for analysis.
Check Ancora Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ancora Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ancora financial statements analysis is a perfect complement when working with Ancora Income Valuation or Volatility modules.
  
This module can also supplement various Ancora Income Technical models . Check out the analysis of Ancora Income Correlation against competitors.

Ancora Income Fund Mutual Fund Year To Date Return Analysis

Ancora Income's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Ancora Income Year To Date Return

    
  1.27 %  
Most of Ancora Income's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ancora Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

In accordance with the company's disclosures, Ancora Income Fund has a Year To Date Return of 1.2694%. This is much higher than that of the Ancora family and significantly higher than that of the Preferred Stock category. The year to date return for all United States funds is notably lower than that of the firm.

Ancora Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ancora Income's current stock value. Our valuation model uses many indicators to compare Ancora Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora Income competition to find correlations between indicators driving Ancora Income's intrinsic value. More Info.
Ancora Income 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  0.12  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancora Income Fund is roughly  8.18 . 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 Income's earnings, one of the primary drivers of an investment's value.

About Ancora Income Financial Statements

Ancora Income investors use historical fundamental indicators, such as Ancora Income's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ancora Income. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its income objective by investing primarily in income-producing securities . It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than 500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Ancora Mutual Fund

Ancora Income 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 Income security.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm