Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACWIX (AMG MANAGERS LMCG SMALL CAP GROWTH FUND CLASS I SHARES) 15.66% 35.40% 17.54% 7.90% 11.88% 10.59% NA
Data as of 06/04/2026, Common starting date is 06/02/2011
More Performance Analytics Comparison
Name Start Date End Date
ACWIX (AMG MANAGERS LMCG SMALL CAP GROWTH FUND CLASS I SHARES) 06/02/2011 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
Annualized Return (%) 1.30 35.40 17.54 7.90 11.88 10.59 NA 15.66 11.16 9.42 21.36 -22.23 12.73 45.91 20.53 -5.00 19.03 -5.22 -1.29 8.42 42.57 24.43 -18.77
Sharpe Ratio NA 1.80 0.74 0.23 0.45 NA NA 1.70 0.37 0.35 1.04 -0.80 0.61 1.11 1.03 -0.30 1.55 -0.26 -0.08 0.47 3.27 1.33 -0.74
Standard Deviation(%) NA 18.05 19.22 21.29 23.15 NA NA 20.32 22.68 16.45 17.13 29.57 20.97 40.81 18.50 21.56 11.92 21.07 17.31 17.91 13.01 18.45 40.62
Draw Down(%) NA 10.02 26.59 32.68 38.84 NA NA 10.02 25.18 8.95 13.26 29.15 14.77 38.84 16.41 28.31 7.38 25.14 17.70 12.29 5.25 13.68 33.97
Yield(%) 0.00 10.87 4.61 2.77 10.09 9.72 7.00 0.00 10.36 0.77 0.00 1.51 39.23 5.47 0.00 0.00 0.00 0.00 0.02 3.88 17.93 9.06 0.00
Data as of 06/04/2026, Common starting date is 06/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACWIX (AMG MANAGERS LMCG SMALL CAP GROWTH FUND CLASS I SHARES) -0.30%
Oct 2021 – Oct 2024
-1.35%
Mar 2015 – Mar 2020
6.06%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACWIX (AMG MANAGERS LMCG SMALL CAP GROWTH FUND CLASS I SHARES) 26.44%
Jul 2012 – Jul 2015
20.45%
Oct 2016 – Oct 2021
15.72%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return