Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSIX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES) | 0.20% | 5.85% | 10.17% | 3.11% | 8.27% | 8.89% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.85 | 10.17 | 3.11 | 8.27 | 8.89 | NA | … | … | 0.20 | 2.50 | 14.35 | 15.17 | -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 | 0.13 | 0.45 | 0.03 | 0.35 | NA | NA | … | … | -0.34 | -0.02 | 0.71 | 0.77 | -0.49 | 0.72 | 0.05 | 2.31 | -0.58 | 1.10 | 1.82 | -0.08 | -0.02 | 2.68 | 0.98 | -0.08 | 1.02 | 0.77 | -0.87 | -0.55 | -0.29 |
| Standard Deviation(%) | NA | 13.92 | 15.64 | 17.61 | 19.21 | NA | NA | … | … | 13.39 | 17.85 | 15.17 | 15.05 | 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 | 9.07 | 19.08 | 22.67 | 40.45 | NA | NA | … | … | 9.07 | 17.49 | 8.37 | 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 | 9.89 | 8.57 | 4.48 | 6.88 | 8.31 | 5.73 | … | … | 0.00 | 9.59 | 8.89 | 5.10 | 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 06/04/2026, Common starting date 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 |
11.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart