Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADIVX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS I SHARES) | NA | -18.79% | -2.48% | 1.37% | NA | NA | NA | … | … |
Data as of 04/30/2020, Common starting date is 06/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADIVX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS I SHARES) | 06/28/2012 | 04/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | -18.79 | -2.48 | 1.37 | NA | NA | NA | … | … | -24.83 | 15.70 | -20.61 | 2.56 | 12.58 | -8.17 | 3.74 | 26.94 | 2.48 |
| Sharpe Ratio | NA | -0.61 | -0.17 | 0.03 | NA | NA | NA | … | … | -1.08 | 1.16 | -1.08 | 0.20 | 0.89 | -0.58 | 0.35 | 2.69 | 0.50 |
| Standard Deviation(%) | NA | 32.58 | 21.20 | 18.42 | NA | NA | NA | … | … | 54.42 | 12.42 | 20.23 | 9.87 | 13.87 | 14.23 | 10.63 | 10.01 | 9.90 |
| Draw Down(%) | NA | 38.78 | 38.78 | 38.78 | NA | NA | NA | … | … | 38.78 | 6.73 | 25.79 | 6.25 | 8.17 | 14.18 | 6.73 | 5.50 | 6.36 |
| Yield(%) | 0.00 | 7.95 | 9.37 | 7.83 | 6.71 | 4.47 | 3.35 | … | … | 0.69 | 8.76 | 13.25 | 7.38 | 6.97 | 3.31 | 6.33 | 3.82 | 1.56 |
Data as of 04/30/2020, Common starting date is 06/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADIVX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS I SHARES) |
-4.96%
Mar 2017 – Mar 2020 |
0.06%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADIVX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS I SHARES) |
12.80%
Sep 2015 – Sep 2018 |
12.56%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart