Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABMIX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS I SHARES) | 0.00% | 10.20% | 15.00% | 7.60% | 0.09% | 3.42% | 4.60% | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.20 | 15.00 | 7.60 | 0.09 | 3.42 | 4.60 | … | … | 0.00 | 12.06 | 13.85 | 23.09 | -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 | 0.56 | 0.79 | 0.28 | -0.04 | NA | NA | … | … | -0.25 | 0.52 | 0.76 | 1.27 | -0.62 | -0.49 | -0.04 | 0.88 | -1.14 | 1.02 | 1.19 | -0.55 | 0.73 | 3.26 | 0.99 | -0.21 | 1.03 | 1.92 | -1.09 | 0.72 | 1.50 | -0.05 | 1.73 |
| Standard Deviation(%) | NA | 14.03 | 15.20 | 18.12 | 31.89 | NA | NA | … | … | 14.07 | 17.86 | 13.54 | 15.49 | 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 | 9.38 | 16.34 | 21.61 | 57.48 | NA | NA | … | … | 9.38 | 15.34 | 7.45 | 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 | 12.54 | 10.69 | 6.30 | 4.52 | 6.65 | 7.24 | … | … | 0.00 | 12.83 | 13.63 | 0.77 | 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 06/04/2026, Common starting date 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 |
-2.84%
Oct 2013 – Oct 2023 |
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