Ancora Microcap Financial Statements From 2010 to 2026
| ANCIX Fund | USD 16.08 0.21 1.32% |
Check Ancora Microcap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ancora Microcap'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 Microcap Valuation or Volatility modules.
Ancora |
Ancora Microcap Fund Mutual Fund Year To Date Return Analysis
Ancora Microcap'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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ancora Microcap Year To Date Return | 3.10 % |
Most of Ancora Microcap'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 Microcap 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.
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In accordance with the company's disclosures, Ancora Microcap Fund has a Year To Date Return of 3.1003%. This is much higher than that of the Ancora family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ancora Microcap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ancora Microcap's current stock value. Our valuation model uses many indicators to compare Ancora Microcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora Microcap competition to find correlations between indicators driving Ancora Microcap's intrinsic value. More Info.Ancora Microcap Fund is fifth largest fund in price to earning among similar funds. It also is fifth largest fund in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancora Microcap Fund is roughly 15.79 . 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 Microcap's earnings, one of the primary drivers of an investment's value.About Ancora Microcap Financial Statements
Ancora Microcap investors use historical fundamental indicators, such as Ancora Microcap'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 Microcap. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the assets in equity securities of companies whose equity securities have a total market value of under 700,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. It emphasizes a value style of investing. In deciding which securities to buy and which to sell, the Advisor will give primary consideration to fundamental factors.
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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 Microcap 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 Microcap security.
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