Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMVRX (MID CAP VALUE FUND R CLASS) | 9.01% | 17.16% | 11.04% | 0.96% | 5.46% | 7.86% | 7.22% | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMVRX (MID CAP VALUE FUND R CLASS) | 08/11/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 17.16 | 11.04 | 0.96 | 5.46 | 7.86 | 7.22 | … | … | 9.01 | 8.23 | 7.95 | 5.62 | -13.14 | 6.48 | 0.61 | 28.24 | -13.19 | 11.00 | 21.65 | -2.16 | 15.86 | 29.43 | 15.91 | -1.13 | 18.97 | 29.65 | -24.87 | -2.89 | 19.91 | 1.74 |
| Sharpe Ratio | NA | 1.01 | 0.58 | -0.11 | 0.21 | NA | NA | … | … | 1.28 | 0.35 | 0.39 | 0.15 | -0.71 | 0.35 | 0.01 | 2.22 | -1.01 | 1.32 | 1.51 | -0.15 | 1.58 | 2.76 | 1.37 | -0.05 | 1.13 | 1.15 | -0.69 | -0.39 | 1.89 | 0.19 |
| Standard Deviation(%) | NA | 11.89 | 12.92 | 15.99 | 18.15 | NA | NA | … | … | 12.59 | 15.35 | 10.98 | 12.97 | 20.69 | 18.67 | 37.65 | 12.05 | 14.43 | 7.85 | 14.19 | 14.44 | 10.03 | 10.64 | 11.70 | 22.92 | 16.76 | 25.69 | 37.45 | 15.48 | 8.77 | 9.77 |
| Draw Down(%) | NA | 8.53 | 14.69 | 29.69 | 39.23 | NA | NA | … | … | 8.53 | 12.54 | 7.57 | 13.87 | 21.07 | 14.91 | 39.23 | 7.11 | 21.98 | 4.32 | 9.35 | 11.18 | 7.19 | 4.69 | 8.98 | 20.53 | 13.11 | 27.44 | 39.77 | 15.28 | 6.64 | 6.07 |
| Yield(%) | 0.00 | 13.21 | 9.00 | 4.40 | 5.42 | 7.49 | 6.97 | … | … | 0.00 | 13.41 | 8.23 | 4.80 | 1.09 | 0.94 | 0.89 | 1.26 | 10.55 | 9.11 | 3.75 | 9.45 | 11.31 | 8.23 | 4.34 | 5.75 | 1.56 | 1.31 | 1.19 | 9.65 | 6.54 | 7.90 |
Data as of 06/04/2026, Common starting date is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVRX (MID CAP VALUE FUND R CLASS) |
-11.47%
Feb 2006 – Feb 2009 |
-0.56%
Sep 2018 – Sep 2023 |
4.28%
Apr 2015 – Apr 2025 |
5.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVRX (MID CAP VALUE FUND R CLASS) |
25.94%
Feb 2009 – Feb 2012 |
23.14%
Feb 2009 – Feb 2014 |
15.37%
Feb 2009 – Feb 2019 |
10.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart