Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARSIX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES) | 2.23% | 2.33% | 5.40% | 9.01% | 7.64% | 8.68% | NA | 6.17% |
Data as of 07/24/2025, AR inception is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSIX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES) | 12/14/2006 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 2.33 | 5.40 | 9.01 | 7.64 | 8.68 | NA | 6.17 | 2.23 | 6.19 | 9.97 | -9.56 | 12.67 | 2.03 | 30.21 | -6.77 | 12.00 | 27.33 | -1.12 | -0.25 | 30.95 | 13.67 | -2.04 | 19.35 | 21.34 | -30.29 | -5.80 | 0.02 |
| Sharpe Ratio | NA | -0.15 | 0.16 | 0.35 | 0.29 | NA | NA | 0.24 | -0.08 | -0.02 | 0.38 | -0.48 | 0.72 | 0.05 | 2.32 | -0.58 | 1.10 | 1.82 | -0.08 | -0.02 | 2.68 | 0.98 | -0.08 | 1.02 | 0.77 | -0.86 | -0.54 | -0.26 |
| Standard Deviation(%) | NA | 20.47 | 18.15 | 18.73 | 19.55 | NA | NA | 20.44 | 20.25 | 17.02 | 15.30 | 22.65 | 17.69 | 38.10 | 12.42 | 14.10 | 10.39 | 14.92 | 13.85 | 12.18 | 11.53 | 13.99 | 26.52 | 18.89 | 27.64 | 36.02 | 16.21 | 11.59 |
| Draw Down(%) | NA | 24.85 | 24.85 | 24.85 | 40.45 | NA | NA | 54.80 | 17.49 | 13.62 | 12.29 | 16.88 | 13.03 | 40.18 | 7.50 | 20.68 | 5.77 | 8.97 | 12.36 | 12.48 | 5.55 | 8.90 | 22.99 | 16.84 | 27.07 | 42.72 | 15.49 | 1.97 |
| Yield(%) | 0.00 | 0.46 | 0.19 | 0.15 | 4.60 | 7.07 | 4.48 | 4.97 | 0.00 | 0.48 | 0.05 | 0.00 | 0.00 | 0.01 | 7.24 | 10.53 | 14.27 | 6.12 | 6.05 | 14.31 | 26.64 | 5.49 | 0.00 | 0.60 | 0.35 | 0.00 | 4.17 | 0.23 |
Data as of 07/24/2025, AR inception is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSIX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES) |
-9.47%
Jun 2007 - Jun 2010 |
-2.37%
May 2007 - May 2012 |
5.40%
May 2007 - May 2017 |
5.60%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSIX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES) |
22.17%
Feb 2009 - Feb 2012 |
20.76%
Feb 2009 - Feb 2014 |
14.53%
Feb 2009 - Feb 2019 |
11.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart