Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABMIX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS I SHARES) | 6.96% | 5.94% | 10.34% | -3.59% | -2.05% | 4.10% | 4.28% | 4.62% |
Data as of 07/02/2025, AR inception is 07/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABMIX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS I SHARES) | 07/08/2004 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | 5.94 | 10.34 | -3.59 | -2.05 | 4.10 | 4.28 | 4.62 | 6.96 | 1.22 | 22.79 | -14.71 | -38.92 | -1.31 | 15.77 | -18.35 | 11.80 | 24.39 | -10.16 | 9.95 | 44.88 | 16.75 | -6.30 | 23.50 | 66.64 | -44.51 | 13.13 | 21.20 | 1.61 | 10.28 |
| Sharpe Ratio | NA | -0.01 | 0.27 | -0.14 | -0.12 | NA | NA | 0.11 | 0.27 | -0.30 | 1.21 | -0.62 | -0.49 | -0.04 | 0.89 | -1.14 | 1.02 | 1.19 | -0.55 | 0.73 | 3.26 | 0.99 | -0.21 | 1.03 | 1.92 | -1.09 | 0.73 | 1.51 | -0.05 | 1.74 |
| Standard Deviation(%) | NA | 21.84 | 19.61 | 40.02 | 32.53 | NA | NA | 27.85 | 21.03 | 18.12 | 15.47 | 26.20 | 79.45 | 38.19 | 16.19 | 17.32 | 10.94 | 20.35 | 18.46 | 13.55 | 13.75 | 16.94 | 30.38 | 22.73 | 34.57 | 41.60 | 14.00 | 11.95 | 11.95 | 12.08 |
| Draw Down(%) | NA | 25.62 | 25.62 | 57.48 | 57.48 | NA | NA | 59.53 | 15.34 | 16.70 | 12.33 | 20.24 | 54.76 | 40.40 | 15.29 | 27.92 | 8.38 | 13.05 | 21.01 | 13.31 | 5.88 | 16.04 | 29.48 | 17.18 | 27.83 | 58.11 | 11.14 | 11.94 | 10.50 | 8.52 |
| Yield(%) | 0.00 | 0.61 | 0.82 | 0.44 | 3.21 | 7.15 | 6.73 | 7.14 | 0.00 | 0.62 | 0.48 | 1.03 | 0.27 | 0.29 | 7.85 | 6.61 | 6.74 | 5.75 | 5.52 | 17.29 | 12.47 | 3.71 | 1.04 | 0.79 | 0.56 | 0.00 | 8.02 | 7.50 | 3.78 | 3.25 |
Data as of 07/02/2025, AR inception is 07/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABMIX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS I SHARES) |
-20.70%
Jun 2019 - Jun 2022 |
-13.51%
Sep 2017 - Sep 2022 |
-3.55%
Apr 2015 - Apr 2025 |
0.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABMIX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS I SHARES) |
36.40%
Feb 2009 - Feb 2012 |
32.04%
Feb 2009 - Feb 2014 |
17.56%
Feb 2009 - Feb 2019 |
8.71%
Sep 2004 - Sep 2019 |
Annualized Rolling Returns Comparison Chart