# Ancora/Thelen Small-Mid Cap S (AATSX)

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

**Price:** USD 19.17 (-0.78% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 19.32 · day 19.17–19.17 · 52w 17.79–20.92 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +2.7% vs S&P 500 +13.4%; 5Y +30.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +2.7% | +30.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.7% | +5.5% |
| Volatility (annualized) | 16.8% | 18.7% |
| Max drawdown | -13.2% (Feb 2026→Mar 2026) | -27.1% (Nov 2021→Sep 2022) |

## Peers
AAAGX (Thrivent Large Cap Growth Fund ) USD 21.06 +0.00% · AASMX (Thrivent  Small Cap Stock Fund ) USD 25.51 -0.00% · AASCX (Thrivent  Mid Cap Stock Fund Cl) USD 32.11 -0.00% · AALGX (Thrivent Large Cap Stock Fund C) USD 31.72 +0.00% · AAUTX (Thrivent Large Cap Value Fund C) USD 37.38 -0.00%

## More
Full page: https://nexqual.com/AATSX · 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