Ancorathelen Small Mid Cap Fund Manager Performance Evaluation
| AATSX Fund | USD 19.73 0.02 0.10% |
The fund shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Ancora/thelen Small-mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ancora/thelen Small-mid is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Ancorathelen Small Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ancora/thelen Small-mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Exclusive The Highflying Hedge Fund With a Habit of Giving Investors IOUs - The Wall Street Journal | 12/12/2025 |
2 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.0100 |
Ancora/thelen |
Ancora/thelen Small-mid Relative Risk vs. Return Landscape
If you would invest 2,000 in Ancorathelen Small Mid Cap on October 15, 2025 and sell it today you would lose (25.00) from holding Ancorathelen Small Mid Cap or give up 1.25% of portfolio value over 90 days. Ancorathelen Small Mid Cap is currently producing negative expected returns and takes up 1.4344% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Ancora/thelen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ancora/thelen Small-mid Current Valuation
Fairly Valued
Today
Please note that Ancora/thelen Small-mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ancora/thelen Small-mid shows a prevailing Real Value of $19.73 per share. The current price of the fund is $19.73. We determine the value of Ancora/thelen Small-mid from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Ancora/thelen Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ancora/thelen Mutual Fund. However, Ancora/thelen Small-mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.73 | Real 19.73 | Hype 19.75 |
The intrinsic value of Ancora/thelen Small-mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ancora/thelen Small-mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ancorathelen Small Mid Cap helps investors to forecast how Ancora/thelen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ancora/thelen Small-mid more accurately as focusing exclusively on Ancora/thelen Small-mid's fundamentals will not take into account other important factors: Ancora/thelen Small-mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ancora/thelen Small-mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ancorathelen Small Mid Cap, and traders can use it to determine the average amount a Ancora/thelen Small-mid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0069
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| Negative Returns | AATSX |
Based on monthly moving average Ancora/thelen Small-mid is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ancora/thelen Small-mid by adding Ancora/thelen Small-mid to a well-diversified portfolio.
Ancora/thelen Small-mid Fundamentals Growth
Ancora/thelen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ancora/thelen Small-mid, and Ancora/thelen Small-mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ancora/thelen Mutual Fund performance.
| Price To Earning | 19.13 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.41 X | ||||
| Total Asset | 87.97 M | ||||
About Ancora/thelen Small-mid Performance
Evaluating Ancora/thelen Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ancora/thelen Small-mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ancora/thelen Small-mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.Things to note about Ancora/thelen Small-mid performance evaluation
Checking the ongoing alerts about Ancora/thelen Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ancora/thelen Small-mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ancora/thelen Small-mid generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | |
| The fund holds 98.43% of its assets under management (AUM) in equities |
- Analyzing Ancora/thelen Small-mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ancora/thelen Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Ancora/thelen Small-mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ancora/thelen Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ancora/thelen Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ancora/thelen Small-mid's mutual fund. These opinions can provide insight into Ancora/thelen Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |