Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARZMX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS Z SHARES) | 0.27% | 5.93% | 10.26% | 5.52% | 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 |
|---|---|---|
| ARZMX (AMG RIVER ROAD SMALL 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 (%) | -0.20 | 5.93 | 10.26 | 5.52 | NA | NA | NA | … | … | 0.27 | 2.58 | 14.40 | 15.24 | -6.09 | 21.53 | 2.24 | 30.16 | -6.67 | 0.81 |
| Sharpe Ratio | NA | 0.14 | 0.46 | 0.17 | NA | NA | NA | … | … | -0.32 | -0.02 | 0.71 | 0.78 | -0.34 | 1.30 | 0.05 | 2.32 | -0.57 | 0.29 |
| Standard Deviation(%) | NA | 13.95 | 15.66 | 17.21 | NA | NA | NA | … | … | 13.43 | 17.90 | 15.17 | 15.04 | 21.96 | 16.52 | 38.04 | 12.38 | 14.07 | 9.46 |
| Draw Down(%) | NA | 9.05 | 19.08 | 19.08 | NA | NA | NA | … | … | 9.05 | 17.50 | 8.35 | 12.27 | 16.86 | 8.32 | 40.13 | 7.43 | 20.68 | 4.65 |
| Yield(%) | 0.00 | 9.96 | 8.65 | 6.60 | 6.33 | 4.22 | 3.17 | … | … | 0.00 | 9.66 | 8.96 | 5.19 | 3.35 | 8.59 | 0.07 | 7.33 | 10.63 | 13.06 |
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 |
|---|---|---|---|---|
| ARZMX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS Z SHARES) |
4.82%
Jun 2021 – Jun 2024 |
5.46%
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 |
|---|---|---|---|---|
| ARZMX (AMG RIVER ROAD SMALL CAP VALUE FUND CLASS Z SHARES) |
21.13%
Mar 2020 – Mar 2023 |
17.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart