Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWIIX (AT INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 0.19% | 6.06% | 8.64% | 5.23% | 8.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWIIX (AT INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 06/30/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 6.06 | 8.64 | 5.23 | 8.39 | NA | NA | … | … | 0.19 | 7.21 | 10.70 | 15.07 | -14.79 | 18.62 | 11.91 | 23.32 | -3.53 | 13.78 | 13.88 | -5.53 | 2.95 |
| Sharpe Ratio | NA | 0.85 | 0.76 | 0.30 | 0.61 | NA | NA | … | … | 0.17 | 0.43 | 0.99 | 1.38 | -1.01 | 2.23 | 0.51 | 3.02 | -0.47 | 3.08 | 1.58 | -0.61 | 0.78 |
| Standard Deviation(%) | NA | 6.70 | 8.33 | 10.40 | 11.44 | NA | NA | … | … | 7.53 | 10.06 | 7.12 | 8.35 | 16.15 | 8.33 | 22.91 | 7.24 | 10.40 | 4.27 | 8.64 | 9.06 | 7.56 |
| Draw Down(%) | NA | 5.91 | 9.45 | 19.90 | 27.07 | NA | NA | … | … | 5.89 | 9.45 | 3.63 | 7.98 | 19.73 | 3.63 | 27.07 | 3.81 | 12.37 | 1.56 | 7.44 | 11.43 | 5.24 |
| Yield(%) | 0.00 | 12.31 | 7.36 | 5.42 | 5.60 | 4.03 | 3.02 | … | … | 0.62 | 11.91 | 6.12 | 2.56 | 1.89 | 4.39 | 1.94 | 2.77 | 2.94 | 2.61 | 3.16 | 2.96 | 1.74 |
Data as of 06/05/2026, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWIIX (AT INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
2.77%
Dec 2021 – Dec 2024 |
3.86%
Mar 2015 – Mar 2020 |
7.28%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWIIX (AT INCOME OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
17.86%
Dec 2018 – Dec 2021 |
12.44%
Dec 2016 – Dec 2021 |
9.47%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart