Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWMIX (AT MID CAP EQUITY FUND INSTITUTIONAL CLASS) | 6.08% | 5.75% | 10.09% | 4.45% | 9.00% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWMIX (AT MID CAP EQUITY FUND INSTITUTIONAL CLASS) | 07/01/2014 | 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 (%) | -0.57 | 5.75 | 10.09 | 4.45 | 9.00 | NA | NA | … | … | 6.08 | -6.65 | 10.66 | 19.63 | -23.66 | 19.86 | 18.38 | 34.57 | -6.76 | 20.87 | 4.22 | 2.57 | 8.60 |
| Sharpe Ratio | NA | 0.21 | 0.40 | 0.09 | 0.36 | NA | NA | … | … | 0.70 | -0.40 | 0.47 | 1.05 | -0.88 | 1.16 | 0.49 | 2.41 | -0.49 | 2.62 | 0.26 | 0.17 | 1.35 |
| Standard Deviation(%) | NA | 15.10 | 17.28 | 19.82 | 20.26 | NA | NA | … | … | 17.52 | 24.02 | 14.99 | 15.34 | 28.54 | 17.03 | 36.86 | 13.73 | 16.69 | 7.74 | 15.11 | 15.32 | 13.18 |
| Draw Down(%) | NA | 10.42 | 23.61 | 29.81 | 37.53 | NA | NA | … | … | 10.39 | 22.10 | 10.43 | 14.70 | 29.28 | 8.53 | 37.53 | 6.98 | 19.66 | 2.60 | 14.22 | 11.91 | 8.97 |
| Yield(%) | 0.00 | 10.08 | 7.71 | 6.22 | 6.26 | 4.84 | 3.63 | … | … | 0.00 | 10.33 | 6.68 | 5.00 | 1.19 | 11.50 | 2.84 | 0.00 | 0.00 | 0.00 | 1.40 | 0.09 | 0.58 |
Data as of 06/05/2026, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWMIX (AT MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
0.35%
Dec 2021 – Dec 2024 |
3.02%
Mar 2015 – Mar 2020 |
7.29%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWMIX (AT MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
24.06%
Dec 2018 – Dec 2021 |
16.85%
Oct 2016 – Oct 2021 |
10.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart