Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FQUAX (AMG FQ LONG-SHORT EQUITY FUND CLASS N) | 2.59% | 9.47% | 14.04% | 13.90% | 8.39% | 10.06% | NA | 7.69% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQUAX (AMG FQ LONG-SHORT EQUITY FUND CLASS N) | 03/06/2006 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 03/06/2006.
AR inception is since 03/06/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 9.47 | 14.04 | 13.90 | 8.39 | 10.06 | NA | 7.69 | 2.59 | 20.27 | 19.16 | -9.80 | 26.14 | -4.26 | 10.59 | 7.84 | 14.94 | 4.47 | -1.84 | 10.16 | 30.47 | 12.24 | 5.34 | 14.56 | 21.25 | -36.87 | 5.24 | 15.74 |
| Sharpe Ratio | NA | 0.10 | 0.61 | 0.62 | 0.37 | NA | NA | 0.33 | 0.00 | 1.14 | 1.24 | -0.50 | 2.04 | -0.13 | 0.97 | 0.35 | 2.07 | 0.34 | -0.14 | 0.95 | 3.12 | 1.07 | 0.21 | 0.76 | 0.77 | -0.93 | 0.14 | 1.48 |
| Standard Deviation(%) | NA | 16.36 | 15.97 | 15.83 | 17.35 | NA | NA | 19.32 | 20.98 | 12.02 | 12.15 | 22.35 | 12.81 | 33.45 | 9.49 | 18.87 | 6.93 | 12.55 | 13.52 | 10.69 | 9.74 | 11.51 | 24.82 | 19.06 | 27.47 | 40.70 | 16.12 | 10.80 |
| Draw Down(%) | NA | 15.15 | 15.15 | 19.53 | 28.76 | NA | NA | 55.61 | 12.24 | 9.12 | 8.76 | 19.53 | 6.79 | 28.17 | 5.26 | 14.30 | 2.79 | 9.35 | 9.81 | 7.13 | 4.23 | 10.16 | 19.57 | 15.57 | 27.31 | 48.28 | 10.79 | 8.23 |
| Yield(%) | 0.00 | 0.59 | 1.10 | 4.62 | 5.85 | 7.44 | 5.51 | 5.80 | 0.00 | 0.67 | 0.78 | 1.56 | 17.23 | 0.00 | 4.81 | 3.54 | 26.24 | 0.71 | 9.99 | 0.67 | 1.19 | 1.98 | 1.18 | 0.92 | 1.38 | 1.01 | 12.61 | 12.51 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQUAX (AMG FQ LONG-SHORT EQUITY FUND CLASS N) |
-11.38%
Jun 2007 - Jun 2010 |
-2.00%
May 2007 - May 2012 |
4.38%
May 2007 - May 2017 |
4.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQUAX (AMG FQ LONG-SHORT EQUITY FUND CLASS N) |
24.62%
Feb 2009 - Feb 2012 |
21.55%
Feb 2009 - Feb 2014 |
14.14%
Feb 2009 - Feb 2019 |
12.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart