Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABIZX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS Z SHARES) | 0.05% | 10.24% | 15.06% | 9.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABIZX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS Z SHARES) | 10/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.24 | 15.06 | 9.87 | NA | NA | NA | … | … | 0.05 | 12.10 | 13.91 | 23.13 | -8.23 | 27.79 | 4.18 | 15.85 | -18.31 | 5.25 |
| Sharpe Ratio | NA | 0.56 | 0.79 | 0.42 | NA | NA | NA | … | … | -0.24 | 0.52 | 0.76 | 1.27 | -0.40 | 1.65 | 0.10 | 0.89 | -1.14 | 2.53 |
| Standard Deviation(%) | NA | 14.02 | 15.20 | 17.60 | NA | NA | NA | … | … | 14.06 | 17.89 | 13.51 | 15.46 | 24.46 | 16.78 | 37.79 | 16.18 | 17.34 | 9.51 |
| Draw Down(%) | NA | 9.33 | 16.36 | 20.23 | NA | NA | NA | … | … | 9.33 | 15.36 | 7.45 | 12.32 | 20.23 | 8.11 | 40.39 | 15.26 | 27.86 | 4.06 |
| Yield(%) | 0.00 | 12.68 | 10.81 | 8.42 | 8.79 | 5.86 | 4.39 | … | … | 0.00 | 12.98 | 13.78 | 0.83 | 7.66 | 60.70 | 5.73 | 8.07 | 6.72 | 6.50 |
Data as of 06/04/2026, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABIZX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS Z SHARES) |
-1.43%
Nov 2017 – Nov 2020 |
2.95%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABIZX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS Z SHARES) |
22.37%
Mar 2020 – Mar 2023 |
19.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart