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Ancora Dividend Value Equity I (ADEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.710.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return10.13%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jul 2024)27.36%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.36%
Worst 3-yr total return7.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADEIXCategory
YTD5.44%4.44%
1-month1.95%-4.04%
3-month-1.14%4.09%
1-year14.24%14.37%
3-year6.21%6.04%
5-year10.30%9.20%
10-year0.00%8.57%
Last bull market20.51%22.97%
Last bear market-12.69%-11.27%

Annual total return (%) history

Year
ADEIXCategory
2024
N/AN/A
2023
13.93%11.63%
2022
-11.41%-5.90%
2021
27.36%26.22%
2020
8.95%2.91%
2019
N/A25.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.66%-1.14%N/AN/A
2023-0.75%5.95%-2.31%10.90%
2022-3.63%-12.69%-5.28%11.16%
20217.06%5.68%0.66%11.83%
2020-23.10%15.61%7.68%13.81%
20192.45%7.91%N/AN/A

Rank in category (by total return)

YTD71
1-month6
3-month42
1-year54
3-year56
5-year42

Load adjusted returns

1-year14.24%
3-year6.21%
5-year10.30%
10-yearN/A