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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BRWIX (AMG MANAGERS BRANDYWINE FUND CLASS S) 6.54% 6.01% 8.05% -4.10% 1.80% 5.32% 3.55% 4.91%
Data as of 06/25/2025, AR inception is 03/21/1996
More Performance Analytics Comparison
Name Start Date End Date
BRWIX (AMG MANAGERS BRANDYWINE FUND CLASS S) 03/21/1996 06/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 2.40 6.01 8.05 -4.10 1.80 5.32 3.55 4.91 6.54 3.08 13.76 -25.35 -23.25 12.93 27.97 -3.67 23.65 7.19 0.37 9.63 36.26 5.25 -16.04 21.15 8.62 -44.49 27.20 10.59 14.90 13.11 31.46 -21.71 -20.55 6.95 53.62 -0.64 9.95 16.93
Sharpe Ratio NA 0.01 0.32 -0.23 0.01 NA NA 0.14 0.26 -0.26 0.63 -1.02 -0.46 0.35 1.72 -0.22 2.13 0.43 0.02 0.58 2.66 0.32 -0.52 0.92 0.44 -1.31 1.32 0.50 0.87 0.78 1.93 -1.07 -1.34 0.09 2.13 -0.16 0.30 1.09
Standard Deviation(%) NA 18.71 18.24 29.45 25.50 NA NA 22.86 22.75 13.48 15.14 26.24 50.54 36.10 15.44 22.51 10.84 16.20 16.60 16.69 13.63 16.54 31.08 23.01 19.44 34.61 18.47 14.62 14.71 15.60 15.92 21.41 17.29 30.92 23.70 25.21 21.58 17.07
Draw Down(%) NA 20.82 20.82 55.94 55.94 NA NA 55.94 18.22 8.05 19.93 34.01 40.24 33.39 10.84 26.24 4.19 16.25 13.63 10.93 6.95 14.54 32.11 20.45 17.20 51.34 11.06 15.46 11.13 15.59 11.50 26.21 28.14 19.82 13.27 36.77 20.80 17.07
Yield(%) 0.00 1.15 0.85 0.36 1.62 1.97 2.42 4.77 0.00 1.21 0.71 0.36 0.16 0.00 11.97 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.04 0.00 0.32 20.12 0.78 0.00 0.00 0.00 0.00 0.00 37.85 10.29 1.09 21.23 4.49
Data as of 06/25/2025, AR inception is 03/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRWIX (AMG MANAGERS BRANDYWINE FUND CLASS S) -18.09%
Oct 2020 - Oct 2023
-8.97%
Oct 2007 - Oct 2012
-2.90%
Aug 2000 - Aug 2010
-0.25%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRWIX (AMG MANAGERS BRANDYWINE FUND CLASS S) 26.51%
Mar 1997 - Mar 2000
19.17%
Dec 2002 - Dec 2007
12.78%
Aug 2010 - Aug 2020
8.43%
Feb 2003 - Feb 2018
Annualized Rolling Returns Comparison Chart