American Trust Allegiance Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 8.03 | 6.83 | 4.52 | 8.91 | -5.37 | 6.9 | -3.43 | 3.21 | 2.3 | 0 |
| 1998 | -0.16 | 8.19 | 3.86 | 1 | -3.68 | 7.71 | -2.32 | -15.49 | 9.74 | 6.47 | 6.22 | 12.28 | 35.2 |
| 1999 | 5.37 | -4.08 | 6.2 | 2 | -4.14 | 5.92 | -3.71 | -1.67 | 0.51 | 4.68 | 10.3 | 13.54 | 38.7 |
| 2000 | -3.87 | 14.47 | 5.59 | -5.52 | -9.06 | 10.44 | -0.9 | 10.01 | -6.02 | -5.18 | -17.28 | -0.12 | -11.5 |
| 2001 | 0.3 | -16.53 | -8.05 | 9.67 | -1.42 | -5.16 | -1.96 | -7.49 | -11.24 | 3.07 | 9.08 | 2.15 | -27 |
| 2002 | 1.27 | -2.43 | 3.42 | -4.13 | -0.93 | -4.64 | -6.76 | 0.49 | -8.6 | 5.64 | 4.13 | -5.99 | -18 |
| 2003 | -4.22 | -1.62 | 0.55 | 7.18 | 4.41 | 0.41 | 3.15 | 4.47 | -1.35 | 8.21 | 0.7 | 2.23 | 26.1 |
| 2004 | 0.07 | 0.89 | 0.34 | -1.95 | 1.99 | 2.02 | -4.43 | -0.21 | 0.97 | 2.61 | 4.68 | 3 | 10.1 |
| 2005 | -2.98 | 2.49 | -1.68 | -3.87 | 3.43 | 0.26 | 3.31 | -0.74 | 0.74 | -0.86 | 4.53 | -0.29 | 4 |
| 2006 | 3.76 | -0.17 | 0.98 | 1.03 | -5.08 | -0.36 | -1.25 | 2.12 | 2.6 | 3 | 2.69 | -0.06 | 9.3 |
| 2007 | 1.86 | -0.21 | 0.59 | 3.9 | 3.34 | -0.6 | -1.7 | 0.56 | 4.81 | 1.93 | -3.84 | 0.64 | 11.5 |
| 2008 | -6.52 | -0.58 | -0.63 | 5.52 | 3.07 | -7.56 | -0.11 | 0.9 | -11.99 | -15.35 | -9.21 | 2.8 | -34.9 |
| 2009 | -7.01 | -9.25 | 7.4 | 12.44 | 7.03 | 0 | 7.54 | 0.45 | 4.27 | -2.73 | 4.91 | 3.22 | 29.4 |
| 2010 | -4.37 | 4.39 | 4.2 | 1.82 | -9.7 | -4.51 | 8.73 | -5.24 | 8.91 | 3.34 | 0.06 | 6.75 | 13.1 |
| 2011 | 3.35 | 3.54 | -0.1 | 3.33 | -1.28 | -1.44 | -2.24 | -6.97 | -8.02 | 13.37 | -1.08 | -1.09 | -0.3 |
| 2012 | 8.08 | 4.66 | 1.62 | -1.73 | -7.11 | 2.2 | 0.44 | 3.41 | 2.54 | -0.69 | 0.51 | 1.99 | 16.3 |
| 2013 | 4.07 | 1 | 2.97 | -0.29 | 1.84 | -3.13 | 5.99 | -1.6 | 4.97 | 3.02 | 1.73 | 3.24 | 26.1 |
| 2014 | -4.53 | 4.47 | 1.9 | -0.69 | 2.8 | 2.43 | -2.66 | 4.6 | -4.57 | 0.14 | 1.69 | -1.4 | 3.7 |
| 2015 | -3.28 | 8.97 | -0.81 | -0.89 | 1.26 | -1.6 | 1.44 | -6.04 | -5.33 | 8.03 | -0.55 | -5.24 | -5.2 |
| 2016 | -7.62 | 1.99 | 7.04 | -1.87 | 0.74 | -2.28 | 4.88 | 1.13 | -0.41 | -2.04 | 2.93 | 1.59 | 5.4 |
| 2017 | 4.48 | 3.41 | 1.04 | 2.28 | 0.63 | 0.07 | 1.29 | 2.48 | 3.31 | 2 | 0.61 | 1.21 | 25.2 |
| 2018 | 4.54 | -3.99 | -1.75 | -0.79 | 1.18 | -0.75 | 3.41 | 2.47 | -1.3 | -7.75 | 1.29 | -10.21 | -13.8 |
| 2019 | 10.42 | 2.5 | 0.15 | 3.91 | -7.35 | 7.32 | 1.14 | -1.31 | 2.54 | 1.33 | 2.79 | -6.74 | 16.4 |
| 2020 | -1.83 | -9.63 | -18.19 | 9.55 | 2.53 | 3.17 | 3.97 | 5.83 | -13.34 | -3.32 | 12.07 | 3.85 | -9.7 |
| 2021 | -0.11 | 4.1 | 6.08 | 3.83 | 2.82 | 0.64 | -0.97 | 1.59 | -4.04 | 3.69 | -1.41 | 5.34 | 23.2 |
| 2022 | -3 | -0.6 | 4.42 | -5.58 | 3.26 | -10.27 | 7.7 | -0.44 | -7.32 | 9.19 | 5.68 | -7.23 | -6.3 |
| 2023 | 5.79 | -2.61 | 0.6 | 0.96 | -1.78 | 7.31 | -65.08 | 0 | 0 | 0 | 0 | 0 | -61.5 |