Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/16/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATASX (AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES) | NA | 25.00% | 11.74% | 7.30% | 10.23% | 7.69% | NA | 9.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATASX (AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES) | 01/11/2001 | 12/16/2019 |
The return data shown below all have the same latest date: 12/16/2019.
AR inception is since 01/11/2001.
AR inception is since 01/11/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.00 | 11.74 | 7.30 | 10.23 | 7.69 | NA | 9.62 | 26.03 | -10.06 | 24.80 | 8.47 | -11.00 | 0.19 | 27.71 | 16.69 | -4.24 | 31.27 | 32.32 | -33.19 | 0.27 | 27.84 | 2.34 | 11.95 | 56.85 | -11.08 | 12.47 |
| Sharpe Ratio | NA | 1.18 | 0.67 | 0.40 | 0.52 | NA | NA | 0.38 | 1.63 | -0.59 | 2.10 | 0.45 | -0.67 | 0.01 | 1.97 | 0.98 | -0.14 | 1.32 | 1.06 | -0.81 | -0.14 | 1.46 | 0.01 | 0.71 | 3.29 | -0.52 | 0.64 |
| Standard Deviation(%) | NA | 17.24 | 15.91 | 16.58 | 19.12 | NA | NA | 21.29 | 15.85 | 19.44 | 11.55 | 18.36 | 16.54 | 16.67 | 14.08 | 17.16 | 30.92 | 23.67 | 30.49 | 42.04 | 19.97 | 16.91 | 14.10 | 15.39 | 17.05 | 23.28 | 16.88 |
| Draw Down(%) | NA | 10.26 | 28.51 | 30.22 | 30.22 | NA | NA | 52.51 | 8.00 | 28.51 | 4.93 | 16.93 | 16.98 | 15.18 | 6.50 | 12.76 | 27.97 | 19.34 | 23.43 | 46.44 | 15.24 | 16.39 | 10.31 | 17.59 | 12.19 | 32.81 | 20.37 |
| Yield(%) | 0.00 | 54.25 | 23.33 | 18.32 | 16.57 | 11.95 | 14.46 | 16.06 | 44.03 | 17.37 | 18.69 | 41.97 | 61.15 | 12.39 | 10.94 | 10.65 | 9.37 | 2.68 | 0.00 | 0.00 | 4.95 | 6.96 | 0.00 | 6.61 | 18.27 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASX (AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES) |
-12.95%
Feb 2006 - Feb 2009 |
-4.20%
Feb 2004 - Feb 2009 |
4.35%
Feb 2006 - Feb 2016 |
6.69%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASX (AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES) |
29.90%
Mar 2003 - Mar 2006 |
23.68%
Feb 2009 - Feb 2014 |
14.06%
Feb 2009 - Feb 2019 |
11.25%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart