Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARIMX (AMG RIVER ROAD SELECT VALUE FUND CLASS I SHARES) | 0.60% | 7.18% | 11.18% | 2.92% | 8.77% | 9.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARIMX (AMG RIVER ROAD SELECT VALUE FUND CLASS I SHARES) | 07/03/2007 | 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 (%) | 0.00 | 7.18 | 11.18 | 2.92 | 8.77 | 9.24 | NA | … | … | 0.60 | 4.20 | 12.76 | 14.68 | -12.35 | 16.80 | 2.03 | 32.60 | -6.18 | 15.75 | 27.52 | -2.71 | -0.15 | 27.91 | 15.85 | 0.49 | 22.41 | 19.86 | -27.25 | -11.80 |
| Sharpe Ratio | NA | 0.23 | 0.50 | 0.02 | 0.36 | NA | NA | … | … | -0.27 | 0.08 | 0.60 | 0.71 | -0.58 | 0.95 | 0.04 | 2.39 | -0.51 | 1.47 | 1.73 | -0.19 | -0.01 | 2.42 | 1.22 | 0.02 | 1.30 | 0.73 | -0.75 | -1.24 |
| Standard Deviation(%) | NA | 13.49 | 15.67 | 17.92 | 19.79 | NA | NA | … | … | 13.16 | 17.50 | 15.35 | 15.65 | 23.90 | 17.58 | 39.48 | 13.01 | 14.90 | 10.34 | 15.79 | 14.74 | 12.63 | 11.51 | 13.10 | 25.60 | 17.21 | 27.25 | 37.37 | 20.25 |
| Draw Down(%) | NA | 8.08 | 19.25 | 22.51 | 42.96 | NA | NA | … | … | 8.08 | 16.73 | 8.37 | 13.39 | 18.78 | 11.26 | 42.89 | 7.65 | 21.16 | 6.32 | 9.00 | 13.25 | 12.00 | 5.15 | 7.42 | 22.34 | 14.98 | 25.62 | 44.94 | 13.99 |
| Yield(%) | 0.00 | 5.08 | 6.93 | 3.50 | 6.05 | 7.59 | 5.34 | … | … | 0.00 | 4.98 | 9.52 | 4.38 | 0.04 | 0.00 | 0.00 | 2.52 | 7.17 | 15.43 | 9.95 | 14.93 | 15.83 | 18.13 | 8.43 | 20.88 | 2.02 | 0.25 | 0.00 | 0.11 |
Data as of 06/04/2026, Common starting date is 07/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIMX (AMG RIVER ROAD SELECT VALUE FUND CLASS I SHARES) |
-6.13%
Aug 2007 – Aug 2010 |
1.84%
Oct 2007 – Oct 2012 |
6.85%
Oct 2013 – Oct 2023 |
6.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARIMX (AMG RIVER ROAD SELECT VALUE FUND CLASS I SHARES) |
23.01%
Feb 2009 – Feb 2012 |
20.88%
Feb 2009 – Feb 2014 |
15.07%
Feb 2009 – Feb 2019 |
12.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart