Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AATRL (Amg Cap Tr Ii) | 0.00% | 39.52% | 16.91% | 13.12% | 7.59% | NA | NA | … | … |
Data as of 01/05/2026, Common starting date is 01/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AATRL (Amg Cap Tr Ii) | 01/27/2012 | 01/05/2026 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.52 | 16.91 | 13.12 | 7.59 | NA | NA | … | … | 0.00 | 34.71 | 17.49 | -0.15 | -7.52 | 25.64 | 6.67 | 7.34 | -21.45 | 22.64 | 1.14 | -4.63 | 1.13 | 37.27 | 21.93 |
| Sharpe Ratio | NA | 1.58 | 0.27 | 0.22 | 0.12 | NA | NA | … | … | 0.00 | 1.52 | 0.32 | -0.06 | -0.21 | 0.45 | 0.08 | 0.17 | -0.39 | 0.85 | 0.03 | -0.18 | 0.06 | 0.85 | 0.50 |
| Standard Deviation(%) | NA | 20.97 | 49.18 | 49.74 | 50.37 | NA | NA | … | … | 0.00 | 21.19 | 34.03 | 72.33 | 43.06 | 57.23 | 79.70 | 35.44 | 58.76 | 26.04 | 36.47 | 25.49 | 19.82 | 43.89 | 48.42 |
| Draw Down(%) | NA | 9.99 | 32.26 | 32.26 | 70.06 | NA | NA | … | … | 0.00 | 9.99 | 16.49 | 32.26 | 24.80 | 18.82 | 64.69 | 12.62 | 29.25 | 8.33 | 23.56 | 13.34 | 9.55 | 16.64 | 16.80 |
| Yield(%) | 0.00 | 3.54 | 3.75 | 4.48 | 4.24 | 5.40 | 4.05 | … | … | 0.00 | 3.54 | 2.64 | 5.00 | 4.38 | 5.35 | 5.42 | 5.22 | 3.96 | 4.66 | 4.83 | 4.15 | 4.10 | 5.26 | 6.10 |
Data as of 01/05/2026, Common starting date is 01/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATRL (Amg Cap Tr Ii) |
-8.68%
Mar 2017 – Mar 2020 |
-5.31%
Mar 2015 – Mar 2020 |
1.26%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATRL (Amg Cap Tr Ii) |
20.06%
May 2012 – May 2015 |
13.15%
Dec 2020 – Dec 2025 |
7.54%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart