Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMCMX (AMG MANAGERS MONTAG & CALDWELL MID CAP GROWTH FUND CLASS N SHARES) | NA | 20.76% | 13.58% | 10.51% | 15.60% | NA | NA | … | … |
Data as of 11/12/2018, Common starting date is 11/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMCMX (AMG MANAGERS MONTAG & CALDWELL MID CAP GROWTH FUND CLASS N SHARES) | 11/06/2007 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.76 | 13.58 | 10.51 | 15.60 | NA | NA | … | … | 13.47 | 23.17 | 3.04 | 1.56 | 8.23 | 26.90 | 10.35 | 2.77 | 26.96 | 37.43 | -45.81 | -1.98 |
| Sharpe Ratio | NA | 1.67 | 1.05 | 0.80 | 0.83 | NA | NA | … | … | 1.17 | 2.66 | 0.19 | 0.11 | 0.67 | 2.20 | 0.70 | 0.11 | 1.41 | 1.35 | -1.14 | -0.70 |
| Standard Deviation(%) | NA | 11.84 | 12.35 | 12.63 | 18.54 | NA | NA | … | … | 12.22 | 8.50 | 15.07 | 14.50 | 12.19 | 12.21 | 14.86 | 26.03 | 19.01 | 27.60 | 40.92 | 21.35 |
| Draw Down(%) | NA | 8.70 | 16.50 | 19.62 | 22.05 | NA | NA | … | … | 8.70 | 3.12 | 14.45 | 10.57 | 8.78 | 4.85 | 11.18 | 22.05 | 13.90 | 19.93 | 55.10 | 8.01 |
| Yield(%) | 0.00 | 61.25 | 26.52 | 18.64 | 24.06 | 7.95 | 5.96 | … | … | 54.22 | 7.91 | 7.66 | 11.67 | 8.74 | 17.80 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/12/2018, Common starting date is 11/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCMX (AMG MANAGERS MONTAG & CALDWELL MID CAP GROWTH FUND CLASS N SHARES) |
-1.85%
Dec 2007 – Dec 2010 |
1.41%
Dec 2007 – Dec 2012 |
6.62%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCMX (AMG MANAGERS MONTAG & CALDWELL MID CAP GROWTH FUND CLASS N SHARES) |
29.93%
Feb 2009 – Feb 2012 |
23.30%
Feb 2009 – Feb 2014 |
13.82%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart