# Ancora/Thelen Small-Mid Cap I (AATIX)

> Source: Nexqual · https://nexqual.com/AATIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Ancora/Thelen Small-Mid Cap I (AATIX), nexqual.com/AATIX" · informational, not investment advice.

**Price:** USD 18.45 (-0.75% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 18.59 · day 18.45–18.45 · 52w 17.14–20.14 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
AAIIX (Ancora Income Fund Class I) USD 6.66 +0.00% · ANCIX (Ancora Microcap Fund Class I) USD 14.43 +0.00% · AATSX (Ancora/Thelen Small-Mid Cap Fun) USD 19.17 -0.00% · ABVIX (AB Value Fund Class I) USD 21.81 +0.00% · AASSX (American Beacon Small Cap Value) USD 25.5 +0.00%

## More
Full page: https://nexqual.com/AATIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt