Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWYIX (AT Equity Income Fund Institutional Class) | 2.84% | 11.28% | 13.43% | 7.96% | 11.76% | 9.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWYIX (AT Equity Income Fund Institutional Class) | 05/03/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 11.28 | 13.43 | 7.96 | 11.76 | 9.54 | NA | … | … | 2.84 | 7.66 | 19.10 | 16.39 | -15.59 | 29.51 | 12.75 | 35.07 | -1.87 | 15.70 | 6.74 | -8.56 | 5.61 | 18.72 | 5.97 | 8.44 | 14.35 |
| Sharpe Ratio | NA | 0.91 | 0.83 | 0.38 | 0.61 | NA | NA | … | … | 0.32 | 0.31 | 1.33 | 1.05 | -0.87 | 2.39 | 0.35 | 2.98 | -0.21 | 2.00 | 0.49 | -0.55 | 0.44 | 1.51 | 0.57 | 0.41 | 1.40 |
| Standard Deviation(%) | NA | 9.91 | 12.98 | 14.40 | 16.83 | NA | NA | … | … | 10.98 | 15.46 | 11.63 | 12.23 | 19.62 | 12.34 | 35.14 | 11.29 | 15.31 | 7.57 | 13.26 | 15.64 | 12.58 | 12.39 | 10.46 | 20.63 | 15.75 |
| Draw Down(%) | NA | 8.35 | 18.10 | 19.82 | 35.79 | NA | NA | … | … | 8.35 | 15.21 | 8.18 | 10.74 | 19.82 | 5.38 | 35.79 | 4.46 | 16.68 | 3.75 | 13.34 | 17.08 | 10.63 | 7.76 | 10.83 | 17.46 | 7.03 |
| Yield(%) | 0.00 | 2.32 | 4.07 | 4.20 | 6.05 | 5.21 | 4.64 | … | … | 0.44 | 1.84 | 7.37 | 2.06 | 2.65 | 7.84 | 7.20 | 5.00 | 6.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWYIX (AT Equity Income Fund Institutional Class) |
-0.82%
Oct 2013 – Oct 2016 |
2.73%
Feb 2011 – Feb 2016 |
6.86%
Oct 2013 – Oct 2023 |
8.94%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWYIX (AT Equity Income Fund Institutional Class) |
25.41%
Dec 2018 – Dec 2021 |
18.01%
Oct 2016 – Oct 2021 |
12.75%
Feb 2016 – Feb 2026 |
10.65%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart