Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWEIX (AMG GW&K SMALL CAP CORE FUND CLASS I) | 10.83% | 25.03% | 14.41% | 3.41% | 8.91% | 9.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWEIX (AMG GW&K SMALL CAP CORE FUND CLASS I) | 08/07/2009 | 06/03/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 25.03 | 14.41 | 3.41 | 8.91 | 9.77 | NA | … | … | 10.83 | 7.52 | 14.02 | 8.41 | -16.88 | 11.14 | 15.36 | 31.13 | -13.83 | 20.78 | 17.90 | -2.63 | 2.04 | 42.89 | 14.91 | 1.90 | 30.28 | 9.84 |
| Sharpe Ratio | NA | 1.35 | 0.60 | 0.03 | 0.33 | NA | NA | … | … | 1.36 | 0.22 | 0.57 | 0.25 | -0.70 | 0.52 | 0.36 | 2.03 | -0.90 | 1.82 | 1.09 | -0.17 | 0.14 | 3.16 | 1.02 | 0.06 | 1.41 | 1.42 |
| Standard Deviation(%) | NA | 17.22 | 19.54 | 21.17 | 22.20 | NA | NA | … | … | 18.54 | 21.61 | 18.35 | 19.23 | 26.19 | 21.20 | 41.64 | 14.60 | 17.02 | 11.11 | 16.25 | 15.46 | 14.83 | 13.55 | 14.65 | 29.58 | 21.38 | 18.58 |
| Draw Down(%) | NA | 10.12 | 24.40 | 36.41 | 41.34 | NA | NA | … | … | 10.12 | 22.91 | 8.22 | 20.36 | 24.44 | 19.96 | 41.34 | 7.15 | 26.15 | 5.50 | 13.29 | 12.32 | 11.56 | 4.80 | 10.43 | 24.45 | 16.81 | 7.53 |
| Yield(%) | 0.00 | 8.33 | 5.18 | 2.47 | 4.92 | 6.34 | 7.05 | … | … | 0.00 | 7.98 | 4.56 | 1.09 | 0.11 | 0.00 | 0.15 | 6.72 | 10.73 | 6.38 | 5.38 | 4.10 | 5.76 | 4.79 | 3.00 | 0.10 | 0.47 | 0.77 |
Data as of 06/03/2026, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWEIX (AMG GW&K SMALL CAP CORE FUND CLASS I) |
-5.47%
Apr 2021 – Apr 2024 |
1.82%
Mar 2015 – Mar 2020 |
5.03%
Oct 2013 – Oct 2023 |
8.71%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWEIX (AMG GW&K SMALL CAP CORE FUND CLASS I) |
23.74%
Aug 2010 – Aug 2013 |
19.00%
Oct 2009 – Oct 2014 |
15.06%
Sep 2011 – Sep 2021 |
11.76%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart