Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAEYX (Adviser Managed Trust – Core Fixed Income Fund) | -0.60% | 4.09% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/31/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAEYX (Adviser Managed Trust – Core Fixed Income Fund) | 01/31/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.09 | NA | NA | NA | NA | NA | … | … | -0.60 | 6.74 | 1.23 |
| Sharpe Ratio | NA | 0.21 | NA | NA | NA | NA | NA | … | … | -1.06 | 0.88 | -0.41 |
| Standard Deviation(%) | NA | 3.83 | NA | NA | NA | NA | NA | … | … | 4.09 | 4.39 | 5.50 |
| Draw Down(%) | NA | 3.32 | NA | NA | NA | NA | NA | … | … | 3.32 | 2.58 | 4.21 |
| Yield(%) | 0.00 | 3.36 | 2.64 | 1.58 | 0.79 | 0.53 | 0.40 | … | … | 0.00 | 4.23 | 3.79 |
Data as of 06/09/2026, Common starting date is 01/31/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAEYX (Adviser Managed Trust – Core Fixed Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAEYX (Adviser Managed Trust – Core Fixed Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart