Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWEZX (AMG GW&K SMALL CAP CORE FUND CLASS Z) | 12.29% | 26.92% | 14.98% | 5.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWEZX (AMG GW&K SMALL CAP CORE FUND CLASS Z) | 02/27/2017 | 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 (%) | 0.51 | 26.92 | 14.98 | 5.63 | NA | NA | NA | … | … | 12.29 | 7.63 | 14.06 | 8.46 | -16.26 | 21.57 | 18.20 | 31.66 | -13.73 | 14.13 |
| Sharpe Ratio | NA | 1.36 | 0.60 | 0.13 | NA | NA | NA | … | … | 1.36 | 0.22 | 0.56 | 0.25 | -0.68 | 1.10 | 0.43 | 2.06 | -0.89 | 1.47 |
| Standard Deviation(%) | NA | 17.21 | 19.61 | 20.88 | NA | NA | NA | … | … | 18.52 | 21.60 | 18.59 | 19.20 | 26.13 | 19.59 | 41.48 | 14.66 | 17.04 | 11.03 |
| Draw Down(%) | NA | 10.11 | 24.36 | 29.94 | NA | NA | NA | … | … | 10.11 | 22.89 | 8.95 | 20.31 | 24.42 | 12.51 | 41.33 | 7.12 | 26.16 | 5.50 |
| Yield(%) | 0.00 | 8.38 | 5.23 | 4.32 | 5.58 | 3.72 | 2.79 | … | … | 0.00 | 8.02 | 4.61 | 1.14 | 0.76 | 10.09 | 2.93 | 7.25 | 10.78 | 6.10 |
Data as of 06/04/2026, Common starting date is 02/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWEZX (AMG GW&K SMALL CAP CORE FUND CLASS Z) |
-2.34%
Apr 2021 – Apr 2024 |
3.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWEZX (AMG GW&K SMALL CAP CORE FUND CLASS Z) |
23.68%
Dec 2018 – Dec 2021 |
13.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart