Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSZX (AMG RIVER ROAD SMALL-MID CAP VALUE FUND CLASS Z SHARES) | 0.50% | 7.11% | 11.22% | 5.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSZX (AMG RIVER ROAD SMALL-MID CAP VALUE FUND CLASS Z SHARES) | 10/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.11 | 11.22 | 5.08 | NA | NA | NA | … | … | 0.50 | 4.34 | 12.80 | 14.72 | -8.30 | 23.84 | 2.07 | 32.86 | -6.19 | -0.59 |
| Sharpe Ratio | NA | 0.24 | 0.51 | 0.15 | NA | NA | NA | … | … | -0.27 | 0.08 | 0.60 | 0.71 | -0.42 | 1.40 | 0.05 | 2.41 | -0.51 | -0.34 |
| Standard Deviation(%) | NA | 13.40 | 15.68 | 17.57 | NA | NA | NA | … | … | 13.12 | 17.49 | 15.34 | 15.71 | 23.00 | 17.03 | 39.41 | 13.05 | 14.95 | 9.96 |
| Draw Down(%) | NA | 7.98 | 19.26 | 19.26 | NA | NA | NA | … | … | 7.98 | 16.79 | 8.36 | 13.27 | 18.76 | 8.43 | 42.89 | 7.65 | 21.18 | 6.22 |
| Yield(%) | 0.00 | 5.12 | 6.98 | 5.43 | 5.39 | 3.60 | 2.70 | … | … | 0.00 | 5.03 | 9.57 | 4.44 | 4.12 | 6.74 | 0.05 | 2.57 | 7.18 | 13.47 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ARSZX (AMG RIVER ROAD SMALL-MID CAP VALUE FUND CLASS Z SHARES) |
4.18%
Jun 2021 – Jun 2024 |
5.07%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSZX (AMG RIVER ROAD SMALL-MID CAP VALUE FUND CLASS Z SHARES) |
21.39%
Mar 2020 – Mar 2023 |
17.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart