Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDEX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS N SHARES) | 9.96% | 16.34% | 13.50% | 0.76% | 4.02% | 6.22% | 5.45% | … | … |
Data as of 06/04/2026, Common starting date is 07/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDEX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS N SHARES) | 07/05/2005 | 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 (%) | 1.10 | 16.34 | 13.50 | 0.76 | 4.02 | 6.22 | 5.45 | … | … | 9.96 | 6.78 | 16.13 | 2.06 | -13.84 | 1.52 | -2.15 | 23.14 | -8.85 | 8.79 | 11.60 | -4.80 | 9.12 | 32.05 | 9.08 | 5.06 | 19.06 | 19.03 | -30.12 | 0.56 | 25.29 | 0.69 |
| Sharpe Ratio | NA | 1.36 | 0.82 | -0.11 | 0.13 | NA | NA | … | … | 2.06 | 0.27 | 1.11 | -0.13 | -0.69 | 0.07 | -0.07 | 1.94 | -0.72 | 1.08 | 0.76 | -0.35 | 0.90 | 3.23 | 0.93 | 0.27 | 1.29 | 0.84 | -0.88 | -0.18 | 2.67 | -0.14 |
| Standard Deviation(%) | NA | 9.54 | 12.17 | 16.62 | 17.95 | NA | NA | … | … | 9.88 | 14.35 | 11.25 | 12.32 | 22.21 | 20.90 | 35.47 | 11.19 | 14.26 | 7.55 | 14.99 | 13.92 | 10.06 | 9.90 | 9.77 | 18.96 | 14.65 | 22.54 | 35.09 | 14.38 | 8.23 | 8.30 |
| Draw Down(%) | NA | 7.47 | 14.50 | 34.76 | 38.60 | NA | NA | … | … | 7.47 | 12.38 | 7.60 | 14.96 | 17.63 | 18.29 | 38.60 | 6.79 | 17.28 | 4.54 | 8.28 | 13.89 | 6.60 | 5.34 | 6.56 | 15.08 | 11.14 | 24.41 | 41.85 | 11.25 | 5.14 | 7.02 |
| Yield(%) | 0.00 | 23.40 | 24.87 | 10.89 | 8.54 | 9.47 | 7.87 | … | … | 0.00 | 24.80 | 51.92 | 4.30 | 1.92 | 2.45 | 2.03 | 9.84 | 6.46 | 6.91 | 1.70 | 10.34 | 11.85 | 9.50 | 7.07 | 3.22 | 2.98 | 0.55 | 0.84 | 8.57 | 4.80 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDEX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS N SHARES) |
-10.60%
Feb 2006 – Feb 2009 |
-2.80%
Sep 2018 – Sep 2023 |
1.34%
Oct 2013 – Oct 2023 |
3.57%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDEX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS N SHARES) |
22.13%
Feb 2009 – Feb 2012 |
20.18%
Feb 2009 – Feb 2014 |
12.35%
Feb 2009 – Feb 2019 |
7.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart