Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARIDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS I SHARES) | 10.00% | 16.63% | 13.74% | 0.99% | 4.26% | 6.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS I SHARES) | 06/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 16.63 | 13.74 | 0.99 | 4.26 | 6.47 | NA | … | … | 10.00 | 7.06 | 16.29 | 2.33 | -13.63 | 1.77 | -1.88 | 23.37 | -8.61 | 9.05 | 11.85 | -4.56 | 9.41 | 32.42 | 9.35 | 5.22 | 18.85 | 18.95 | -30.00 | -6.16 |
| Sharpe Ratio | NA | 1.38 | 0.85 | -0.10 | 0.14 | NA | NA | … | … | 2.05 | 0.30 | 1.13 | -0.11 | -0.68 | 0.08 | -0.06 | 1.97 | -0.71 | 1.12 | 0.77 | -0.33 | 0.94 | 3.25 | 0.96 | 0.27 | 1.28 | 0.83 | -0.88 | -0.82 |
| Standard Deviation(%) | NA | 9.46 | 12.08 | 16.59 | 17.94 | NA | NA | … | … | 9.95 | 14.12 | 11.24 | 12.23 | 22.25 | 20.95 | 35.54 | 11.14 | 14.16 | 7.55 | 15.03 | 13.95 | 10.04 | 9.97 | 9.77 | 19.01 | 14.66 | 22.59 | 34.92 | 17.70 |
| Draw Down(%) | NA | 7.50 | 14.38 | 34.45 | 38.63 | NA | NA | … | … | 7.50 | 12.36 | 7.66 | 14.81 | 17.49 | 18.32 | 38.63 | 6.79 | 17.16 | 4.46 | 8.28 | 13.84 | 6.65 | 5.37 | 6.61 | 15.02 | 11.01 | 24.41 | 41.80 | 11.42 |
| Yield(%) | 0.00 | 23.66 | 25.10 | 11.07 | 8.76 | 9.71 | 6.70 | … | … | 0.00 | 25.11 | 52.24 | 4.56 | 2.16 | 2.74 | 2.26 | 10.15 | 6.64 | 7.16 | 1.94 | 10.60 | 12.14 | 9.81 | 7.32 | 3.46 | 2.68 | 0.60 | 0.92 | 6.92 |
Data as of 06/04/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS I SHARES) |
-7.06%
Apr 2021 – Apr 2024 |
-2.56%
Sep 2018 – Sep 2023 |
1.58%
Oct 2013 – Oct 2023 |
3.75%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS I SHARES) |
22.15%
Feb 2009 – Feb 2012 |
20.30%
Feb 2009 – Feb 2014 |
12.53%
Feb 2009 – Feb 2019 |
8.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart