Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAWVX (Mid Cap Core Equity Fund Class A Shares) | NA | 8.60% | 13.21% | 8.57% | NA | NA | NA | … | … |
Data as of 08/07/2023, Common starting date is 01/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAWVX (Mid Cap Core Equity Fund Class A Shares) | 01/13/2017 | 08/07/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 8.60 | 13.21 | 8.57 | NA | NA | NA | … | … | 3.02 | -5.24 | 21.30 | 4.08 | 19.23 | -10.85 | 13.61 |
| Sharpe Ratio | NA | 0.23 | 0.58 | 0.32 | NA | NA | NA | … | … | 0.04 | -0.24 | 1.31 | 0.11 | 1.33 | -0.77 | 1.70 |
| Standard Deviation(%) | NA | 23.63 | 20.52 | 22.57 | NA | NA | NA | … | … | 17.66 | 27.20 | 16.18 | 34.53 | 13.42 | 15.85 | 7.98 |
| Draw Down(%) | NA | 15.87 | 23.33 | 35.67 | NA | NA | NA | … | … | 9.88 | 21.31 | 12.01 | 35.67 | 6.81 | 20.72 | 4.03 |
| Yield(%) | 0.00 | 8.90 | 8.72 | 6.52 | 3.91 | 2.60 | 1.95 | … | … | 0.54 | 7.76 | 4.98 | 10.28 | 4.93 | 3.64 | 0.38 |
Data as of 08/07/2023, Common starting date is 01/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWVX (Mid Cap Core Equity Fund Class A Shares) |
-1.81%
Mar 2017 – Mar 2020 |
6.07%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWVX (Mid Cap Core Equity Fund Class A Shares) |
22.48%
Mar 2020 – Mar 2023 |
11.60%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart