Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSMX (AMG RIVER ROAD SELECT VALUE FUND CLASS N SHARES) | 0.42% | 6.76% | 10.88% | 4.75% | 9.59% | 9.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSMX (AMG RIVER ROAD SELECT VALUE FUND CLASS N SHARES) | 04/10/2007 | 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 | 6.76 | 10.88 | 4.75 | 9.59 | 9.70 | NA | … | … | 0.42 | 3.99 | 12.42 | 14.48 | -8.62 | 23.41 | 1.71 | 32.38 | -6.44 | 15.35 | 27.13 | -2.76 | -0.50 | 27.65 | 15.53 | 0.18 | 21.65 | 19.65 | -27.44 | -8.62 |
| Sharpe Ratio | NA | 0.22 | 0.49 | 0.13 | 0.41 | NA | NA | … | … | -0.27 | 0.06 | 0.57 | 0.70 | -0.44 | 1.38 | 0.04 | 2.39 | -0.53 | 1.44 | 1.72 | -0.19 | -0.04 | 2.41 | 1.19 | 0.01 | 1.24 | 0.72 | -0.76 | -0.82 |
| Standard Deviation(%) | NA | 13.45 | 15.67 | 17.57 | 19.61 | NA | NA | … | … | 13.04 | 17.52 | 15.34 | 15.66 | 23.04 | 16.93 | 39.51 | 12.94 | 14.87 | 10.26 | 15.66 | 14.79 | 12.67 | 11.47 | 13.09 | 25.80 | 17.37 | 27.11 | 37.33 | 17.80 |
| Draw Down(%) | NA | 8.03 | 19.34 | 19.34 | 42.96 | NA | NA | … | … | 8.03 | 16.82 | 8.40 | 13.43 | 18.97 | 8.49 | 42.89 | 7.71 | 21.23 | 6.43 | 9.13 | 13.22 | 12.02 | 5.09 | 7.36 | 22.50 | 15.19 | 25.65 | 44.98 | 14.18 |
| Yield(%) | 0.00 | 5.00 | 6.89 | 5.39 | 7.34 | 8.15 | 5.87 | … | … | 0.00 | 4.91 | 9.60 | 4.28 | 4.20 | 6.91 | 0.00 | 2.37 | 7.30 | 15.45 | 9.62 | 14.85 | 15.97 | 18.02 | 8.20 | 20.92 | 1.39 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSMX (AMG RIVER ROAD SELECT VALUE FUND CLASS N SHARES) |
-8.37%
Jun 2007 – Jun 2010 |
-0.64%
May 2007 – May 2012 |
6.18%
May 2007 – May 2017 |
6.81%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSMX (AMG RIVER ROAD SELECT VALUE FUND CLASS N SHARES) |
22.46%
Feb 2009 – Feb 2012 |
20.45%
Feb 2009 – Feb 2014 |
14.71%
Feb 2009 – Feb 2019 |
12.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart