Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWMEX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS I) | 2.31% | 8.49% | 4.28% | -0.62% | 1.43% | 3.71% | 3.33% | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWMEX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS I) | 01/19/2006 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 8.49 | 4.28 | -0.62 | 1.43 | 3.71 | 3.33 | … | … | 2.31 | 2.52 | 2.60 | 10.89 | -18.14 | 2.52 | 5.07 | 11.28 | -0.08 | 8.70 | -4.35 | 4.43 | 17.48 | -7.79 | 14.17 | 13.94 | 4.01 | 37.65 | -24.61 | -5.41 | 6.52 |
| Sharpe Ratio | NA | 1.32 | 0.25 | -0.50 | -0.04 | NA | NA | … | … | 0.54 | -0.05 | -0.23 | 1.14 | -2.48 | 0.86 | 0.43 | 4.10 | -0.64 | 3.13 | -0.77 | 2.02 | 8.32 | -1.64 | 5.95 | 4.10 | 0.96 | 7.38 | -2.63 | -2.03 | 1.19 |
| Standard Deviation(%) | NA | 3.95 | 6.05 | 6.19 | 6.09 | NA | NA | … | … | 4.43 | 7.41 | 4.43 | 6.40 | 7.91 | 2.89 | 11.13 | 2.39 | 2.28 | 2.58 | 5.94 | 2.18 | 2.10 | 4.76 | 2.39 | 3.39 | 4.09 | 5.09 | 9.71 | 4.23 | 2.91 |
| Draw Down(%) | NA | 3.63 | 9.08 | 25.74 | 25.74 | NA | NA | … | … | 3.63 | 7.90 | 3.24 | 9.08 | 24.06 | 3.50 | 16.92 | 2.03 | 2.81 | 1.19 | 12.42 | 3.42 | 1.28 | 13.38 | 2.06 | 3.98 | 8.41 | 3.68 | 28.23 | 8.23 | 1.85 |
| Yield(%) | 0.00 | 3.59 | 3.45 | 2.60 | 2.92 | 4.07 | 3.73 | … | … | 1.26 | 3.64 | 3.34 | 3.31 | 2.37 | 2.23 | 2.51 | 3.74 | 5.48 | 3.17 | 2.50 | 5.01 | 4.19 | 4.56 | 6.74 | 4.99 | 4.43 | 5.60 | 4.70 | 4.04 | 3.79 |
Data as of 06/04/2026, Common starting date is 01/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMEX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS I) |
-6.01%
Oct 2019 – Oct 2022 |
-1.37%
Jul 2020 – Jul 2025 |
0.85%
Oct 2012 – Oct 2022 |
2.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMEX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS I) |
17.72%
Dec 2008 – Dec 2011 |
11.42%
Dec 2008 – Dec 2013 |
8.15%
Dec 2008 – Dec 2018 |
5.96%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart