Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARLZX (AMG RIVER ROAD LONG-SHORT FUND CLASS Z SHARES) | NA | 563,463.46% | 1,747.11% | 494.76% | NA | NA | NA | … | … |
Data as of 02/13/2024, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARLZX (AMG RIVER ROAD LONG-SHORT FUND CLASS Z SHARES) | 10/06/2017 | 02/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 513,400.00 | 563,463.46 | 1,747.11 | 494.76 | NA | NA | NA | … | … | 516,417.63 | 16.23 | -4.55 | 12.61 | 0.47 | 22.56 | -4.54 | 0.08 |
| Sharpe Ratio | NA | 658.16 | 3.54 | 1.29 | NA | NA | NA | … | … | NA | 1.10 | -0.34 | 1.31 | 0.02 | 2.95 | -0.66 | -0.09 |
| Standard Deviation(%) | NA | 856.11 | 494.09 | 382.56 | NA | NA | NA | … | … | 2,476.18 | 11.01 | 17.55 | 9.64 | 10.85 | 7.17 | 8.84 | 5.08 |
| Draw Down(%) | NA | 8.28 | 21.46 | 21.46 | NA | NA | NA | … | … | 0.10 | 8.28 | 21.46 | 8.18 | 13.87 | 3.88 | 10.95 | 2.21 |
| Yield(%) | 99.98 | 109.69 | 39.53 | 27.61 | 13.81 | 9.21 | 6.91 | … | … | 100.57 | 5.11 | 3.51 | 35.77 | 0.00 | 9.42 | 5.58 | 0.00 |
Data as of 02/13/2024, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLZX (AMG RIVER ROAD LONG-SHORT FUND CLASS Z SHARES) |
-0.22%
Sep 2019 – Sep 2022 |
4.79%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLZX (AMG RIVER ROAD LONG-SHORT FUND CLASS Z SHARES) |
11.51%
Dec 2018 – Dec 2021 |
9.00%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart