Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARZDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS Z SHARES) | 9.78% | 16.64% | 13.78% | 7.13% | 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 |
|---|---|---|
| ARZDX (AMG RIVER ROAD DIVIDEND ALL 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 (%) | 1.10 | 16.64 | 13.78 | 7.13 | NA | NA | NA | … | … | 9.78 | 7.12 | 16.55 | 2.36 | -3.35 | 22.17 | -1.82 | 23.43 | -7.29 | 3.41 |
| Sharpe Ratio | NA | 1.37 | 0.85 | 0.33 | NA | NA | NA | … | … | 1.98 | 0.30 | 1.15 | -0.11 | -0.26 | 1.76 | -0.06 | 1.96 | -0.61 | 2.31 |
| Standard Deviation(%) | NA | 9.54 | 12.06 | 13.63 | NA | NA | NA | … | … | 10.00 | 14.05 | 11.20 | 12.29 | 18.16 | 12.56 | 35.45 | 11.18 | 14.26 | 6.42 |
| Draw Down(%) | NA | 7.50 | 14.36 | 15.90 | NA | NA | NA | … | … | 7.50 | 12.35 | 7.64 | 14.78 | 15.34 | 5.52 | 38.60 | 6.79 | 17.21 | 2.01 |
| Yield(%) | 0.00 | 23.71 | 25.14 | 16.12 | 10.87 | 7.24 | 5.43 | … | … | 0.00 | 25.14 | 52.30 | 4.59 | 12.36 | 22.24 | 2.31 | 10.22 | 7.94 | 6.13 |
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 |
|---|---|---|---|---|
| ARZDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS Z SHARES) |
2.55%
Jan 2018 – Jan 2021 |
3.69%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZDX (AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CLASS Z SHARES) |
18.22%
Mar 2020 – Mar 2023 |
15.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart