Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMG (Affiliated Managers Group, Inc.) | 16.16% | 86.38% | 32.08% | 15.26% | 7.03% | 9.06% | 7.10% | … | … |
Data as of 06/04/2026, Common starting date is 11/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMG (Affiliated Managers Group, Inc.) | 11/21/1997 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.52 | 86.38 | 32.08 | 15.26 | 7.03 | 9.06 | 7.10 | … | … | 16.16 | 60.16 | 23.97 | -4.38 | -3.64 | 61.81 | 20.52 | -11.78 | -52.15 | 41.93 | -9.05 | -24.73 | -2.14 | 66.64 | 35.64 | -3.30 | 47.32 | 60.66 | -64.31 | 11.73 | 31.00 | 18.47 | 119.03 | 38.35 | -28.64 | 28.46 | -9.54 | 35.36 | 3.02 | 9.43 |
| Sharpe Ratio | NA | 2.25 | 0.88 | 0.33 | 0.13 | NA | NA | … | … | 0.28 | 1.96 | 0.73 | -0.32 | -0.12 | 1.63 | 0.35 | -0.42 | -1.93 | 2.20 | -0.26 | -0.92 | -0.08 | 3.17 | 1.57 | -0.07 | 1.33 | 0.83 | -0.75 | 0.29 | 1.13 | 0.92 | 2.64 | 1.28 | -0.72 | 0.59 | -0.18 | 0.78 | -0.01 | 2.88 |
| Standard Deviation(%) | NA | 30.26 | 28.91 | 32.21 | 34.68 | NA | NA | … | … | 37.28 | 29.91 | 24.05 | 27.35 | 40.61 | 38.01 | 58.42 | 31.28 | 27.69 | 18.88 | 36.06 | 26.88 | 26.42 | 21.03 | 22.87 | 45.59 | 35.60 | 72.74 | 86.61 | 30.26 | 24.55 | 17.71 | 44.73 | 29.31 | 41.59 | 44.81 | 76.59 | 41.13 | 59.64 | 47.16 |
| Draw Down(%) | NA | 19.72 | 26.97 | 41.20 | 78.52 | NA | NA | … | … | 19.72 | 24.43 | 13.85 | 31.32 | 32.93 | 18.90 | 49.14 | 37.38 | 57.84 | 12.41 | 26.50 | 36.84 | 17.33 | 8.99 | 16.66 | 35.04 | 31.42 | 39.85 | 83.83 | 22.37 | 22.50 | 15.74 | 23.95 | 33.05 | 46.42 | 29.66 | 48.27 | 30.43 | 65.07 | 9.43 |
| Yield(%) | 0.00 | 0.02 | 0.03 | 0.02 | 0.22 | 0.27 | 0.22 | … | … | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 | 0.04 | 0.42 | 1.30 | 0.59 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMG (Affiliated Managers Group, Inc.) |
-29.18%
Nov 2005 – Nov 2008 |
-22.26%
Mar 2015 – Mar 2020 |
-4.33%
Oct 2013 – Oct 2023 |
-0.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMG (Affiliated Managers Group, Inc.) |
79.37%
Mar 2003 – Mar 2006 |
48.21%
Nov 2008 – Nov 2013 |
23.59%
Mar 2003 – Mar 2013 |
19.90%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart