Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AASTX (LIMITED DURATION FUND CLASS A) | 0.34% | 3.02% | 4.67% | 1.77% | 1.89% | 1.84% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AASTX (LIMITED DURATION FUND CLASS A) | 05/03/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.02 | 4.67 | 1.77 | 1.89 | 1.84 | NA | … | … | 0.34 | 5.21 | 5.01 | 5.31 | -5.91 | -0.72 | 3.83 | 4.15 | 1.23 | 1.11 | 0.74 | 0.52 | 1.61 | 0.69 | 4.59 | 0.88 |
| Sharpe Ratio | NA | 0.32 | 0.66 | -0.30 | 0.13 | NA | NA | … | … | -0.56 | 0.95 | 0.59 | 0.55 | -2.62 | -0.57 | 1.68 | 1.54 | -0.12 | 0.31 | 0.46 | 0.42 | 1.45 | 0.54 | 4.19 | 1.03 |
| Standard Deviation(%) | NA | 2.38 | 2.47 | 2.55 | 2.13 | NA | NA | … | … | 2.53 | 2.45 | 2.35 | 3.04 | 2.81 | 1.32 | 2.12 | 1.74 | 1.30 | 1.46 | 1.14 | 1.16 | 1.10 | 1.22 | 1.09 | 1.27 |
| Draw Down(%) | NA | 1.58 | 1.58 | 8.57 | 8.58 | NA | NA | … | … | 1.58 | 1.38 | 1.34 | 1.55 | 7.70 | 1.11 | 3.15 | 0.93 | 0.71 | 0.96 | 1.05 | 0.53 | 0.42 | 1.37 | 0.42 | 0.42 |
| Yield(%) | 0.00 | 2.99 | 3.05 | 2.41 | 2.08 | 1.88 | 1.42 | … | … | 1.09 | 3.29 | 2.85 | 2.84 | 1.84 | 1.44 | 1.62 | 2.31 | 2.05 | 1.43 | 1.16 | 1.04 | 0.87 | 1.31 | 2.20 | 1.09 |
Data as of 06/03/2026, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AASTX (LIMITED DURATION FUND CLASS A) |
-1.51%
Sep 2020 – Sep 2023 |
0.08%
Oct 2017 – Oct 2022 |
0.60%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AASTX (LIMITED DURATION FUND CLASS A) |
5.36%
Oct 2022 – Oct 2025 |
2.20%
Dec 2015 – Dec 2020 |
2.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart