Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSVX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS N SHARES) | 0.07% | 5.49% | 9.86% | 2.76% | 7.95% | 8.58% | 6.66% | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSVX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS N SHARES) | 07/21/2005 | 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 5.49 | 9.86 | 2.76 | 7.95 | 8.58 | 6.66 | … | … | 0.07 | 2.22 | 14.05 | 14.85 | -9.93 | 12.11 | 1.84 | 29.74 | -6.96 | 11.73 | 26.98 | -1.38 | -0.47 | 30.55 | 13.40 | -2.28 | 19.07 | 21.10 | -30.29 | -5.97 | 30.83 | 5.41 |
| Sharpe Ratio | NA | 0.11 | 0.43 | 0.01 | 0.33 | NA | NA | … | … | -0.35 | -0.04 | 0.69 | 0.75 | -0.50 | 0.68 | 0.04 | 2.30 | -0.59 | 1.07 | 1.79 | -0.10 | -0.04 | 2.62 | 0.96 | -0.09 | 1.01 | 0.76 | -0.86 | -0.56 | 2.73 | 1.22 |
| Standard Deviation(%) | NA | 13.92 | 15.66 | 17.67 | 19.24 | NA | NA | … | … | 13.46 | 17.88 | 15.18 | 15.06 | 22.70 | 17.82 | 38.15 | 12.32 | 14.08 | 10.37 | 14.97 | 13.84 | 12.21 | 11.64 | 13.95 | 26.44 | 18.87 | 27.59 | 36.12 | 16.27 | 10.07 | 8.10 |
| Draw Down(%) | NA | 9.18 | 19.21 | 23.04 | 40.52 | NA | NA | … | … | 9.18 | 17.59 | 8.41 | 12.34 | 17.10 | 13.24 | 40.20 | 7.44 | 20.79 | 5.78 | 8.97 | 12.37 | 12.53 | 5.57 | 8.92 | 23.08 | 17.00 | 27.15 | 42.83 | 15.60 | 6.93 | 5.95 |
| Yield(%) | 0.00 | 10.06 | 8.67 | 4.50 | 6.86 | 8.21 | 6.44 | … | … | 0.00 | 9.75 | 8.97 | 5.23 | 0.00 | 0.00 | 0.00 | 7.33 | 10.63 | 14.40 | 6.10 | 6.09 | 14.36 | 26.40 | 5.20 | 0.00 | 0.32 | 0.11 | 0.00 | 4.00 | 1.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSVX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS N SHARES) |
-12.13%
Feb 2006 – Feb 2009 |
-2.56%
May 2007 – May 2012 |
4.71%
Oct 2006 – Oct 2016 |
5.34%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSVX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS N SHARES) |
21.90%
Feb 2009 – Feb 2012 |
20.47%
Feb 2009 – Feb 2014 |
14.24%
Feb 2009 – Feb 2019 |
11.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart