Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVTX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS N SHARES) | NA | -19.07% | -2.78% | 1.09% | 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 |
|---|---|---|
| ADVTX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS N 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 (%) | 1.57 | -19.07 | -2.78 | 1.09 | NA | NA | NA | … | … | -24.96 | 15.49 | -20.64 | 2.42 | 12.58 | -8.10 | 3.66 | 26.94 | 2.48 |
| Sharpe Ratio | NA | -0.62 | -0.19 | 0.02 | NA | NA | NA | … | … | -1.08 | 1.14 | -1.09 | 0.18 | 0.89 | -0.57 | 0.34 | 2.71 | 0.50 |
| Standard Deviation(%) | NA | 32.59 | 21.18 | 18.40 | NA | NA | NA | … | … | 54.44 | 12.42 | 20.13 | 9.79 | 13.86 | 14.16 | 10.59 | 9.92 | 9.91 |
| Draw Down(%) | NA | 38.83 | 38.83 | 38.83 | NA | NA | NA | … | … | 38.83 | 6.75 | 25.77 | 6.25 | 8.25 | 14.19 | 6.73 | 5.43 | 6.45 |
| Yield(%) | 0.00 | 7.70 | 9.15 | 7.59 | 6.46 | 4.31 | 3.23 | … | … | 0.62 | 8.50 | 13.04 | 7.16 | 6.73 | 3.07 | 6.09 | 3.55 | 1.44 |
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 |
|---|---|---|---|---|
| ADVTX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS N SHARES) |
-5.27%
Mar 2017 – Mar 2020 |
-0.22%
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 |
|---|---|---|---|---|
| ADVTX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND II CLASS N SHARES) |
12.48%
Sep 2015 – Sep 2018 |
12.27%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart