Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATGRX (INTERNATIONAL GROWTH FUND R CLASS) -0.72% 0.93% 5.32% -3.13% 3.97% 3.58% 3.44%
Data as of 06/05/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
Name Start Date End Date
ATGRX (INTERNATIONAL GROWTH FUND R CLASS) 09/04/2003 06/05/2026
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 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -2.88 0.93 5.32 -3.13 3.97 3.58 3.44 -0.72 12.71 1.74 11.79 -26.81 -3.13 19.53 27.72 -15.33 30.37 -6.29 0.10 -5.79 22.32 21.24 -12.27 13.07 33.44 -45.50 16.66 24.47 12.65 15.01 10.60
Sharpe Ratio NA 0.14 0.20 -0.27 0.15 NA NA 0.15 0.56 -0.33 0.55 -1.10 -0.18 0.63 2.23 -1.09 3.57 -0.34 0.00 -0.45 1.73 1.26 -0.42 0.57 1.22 -1.12 0.70 1.39 1.03 0.95 2.47
Standard Deviation(%) NA 16.29 16.31 18.71 18.59 NA NA 20.60 17.94 14.56 13.95 25.79 17.33 30.57 11.79 15.26 8.38 19.29 16.52 12.92 12.87 17.01 29.21 22.96 27.39 41.17 19.72 15.31 10.12 14.73 14.43
Draw Down(%) NA 13.10 17.58 46.45 46.45 NA NA 13.10 16.01 9.74 16.85 37.45 16.95 31.17 6.23 25.46 2.74 13.53 14.64 13.44 9.70 15.53 27.19 18.41 24.64 55.20 12.69 18.39 7.37 12.38 4.23
Yield(%) 0.00 2.73 1.09 0.57 2.11 2.51 2.48 0.00 3.10 0.11 0.00 0.35 0.16 0.00 0.36 9.28 5.83 0.00 5.40 6.14 3.00 1.25 0.26 0.37 0.41 1.08 5.96 0.28 1.39 0.60 0.00
Data as of 06/05/2026, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATGRX (INTERNATIONAL GROWTH FUND R CLASS) -14.49%
Feb 2006 – Feb 2009
-5.26%
May 2007 – May 2012
0.62%
Oct 2013 – Oct 2023
-0.21%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATGRX (INTERNATIONAL GROWTH FUND R CLASS) 24.41%
Oct 2004 – Oct 2007
18.85%
Feb 2009 – Feb 2014
9.66%
Feb 2009 – Feb 2019
7.25%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return