Ancora/Thelen Small-Mid Cap I (AATIX) Stock Price & Analysis
Ancora/Thelen Small-Mid Cap I (AATIX) closed at USD 18.45 on Friday, October 23, 2026, down 0.75% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 18.59; the Oct 23, 2026 session ranged USD 18.45–18.45 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 17.14–20.14 (NAS). Source: Nexqual, retrieved October 24, 2026 at 23:33 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AATIX.md
Key facts (AATIX)
- Total return with dividends: 1Y +2.6% vs S&P 500 +13.4%; 5Y +29.5% vs S&P 500 +76.9%.
Total return (dividends reinvested) (AATIX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +2.6% | +29.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.6% | +5.3% |
| Volatility (annualized) | 16.8% | 18.7% |
| Max drawdown | -13.2% (Feb 2026→Mar 2026) | -27.3% (Nov 2021→Sep 2022) |
Key Statistics (as of October 24, 2026 at 23:33 UTC)
| Price | USD 18.45 |
|---|---|
| Change | ▼ 0.75% (down) |
| Previous Close | USD 18.59 |
| Open | USD 18.45 |
| Day Range | USD 18.45 – 18.45 |
| 52-Week Range | USD 17.14 – 20.14 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (AATIX)
Nexqual's technical model rates AATIX "NEUTRAL" based on 3 bullish and 3 bearish signals across 127 daily candles, as of October 24, 2026 at 23:33 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 52.69 (neutral) |
| vs SMA50 | Below (USD 18.55) |
| MACD | 0.01 (positive) |
Financial Health Score (AATIX)
Nexqual rates Ancora/Thelen Small-Mid Cap I's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 23:33 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AAIIX | Ancora Income Fund Class I | USD 6.66 | ▲ 0% |
| ANCIX | Ancora Microcap Fund Class I | USD 14.43 | ▲ 0% |
| AATSX | Ancora/Thelen Small-Mid Cap Fun | USD 19.17 | ▼ 0% |
| ABVIX | AB Value Fund Class I | USD 21.81 | ▲ 0% |
| AASSX | American Beacon Small Cap Value | USD 25.5 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 23:33 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt