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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
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) -4.98% -4.41% 0.69% -1.75% 1.13% 2.79% NA 3.72%
Data as of 07/25/2025, AR inception is 08/07/2009
More Performance Analytics Comparison
Name Start Date End Date
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) 08/07/2009 07/25/2025
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
Annualized Return (%) 0.35 -4.41 0.69 -1.75 1.13 2.79 NA 3.72 -4.98 2.17 10.57 -18.46 2.21 4.74 10.92 -0.54 9.50 -4.84 3.85 17.13 -8.34 13.80 13.49 3.99 7.31
Sharpe Ratio NA -0.97 -0.40 -0.63 -0.05 NA NA 0.50 -1.26 -0.33 1.10 -2.53 0.76 0.40 3.88 -0.88 3.64 -0.85 1.75 8.18 -1.75 5.85 3.93 0.94 5.32
Standard Deviation(%) NA 7.79 6.78 6.07 5.98 NA NA 5.19 9.37 4.44 6.37 7.89 2.89 11.06 2.44 2.19 2.44 5.91 2.18 2.09 4.79 2.37 3.43 4.15 3.61
Draw Down(%) NA 9.07 13.59 26.04 26.04 NA NA 26.04 7.90 3.28 9.21 24.23 3.61 16.93 2.07 2.88 1.19 12.56 3.58 1.30 13.41 2.15 3.98 8.48 3.69
Yield(%) 0.00 2.78 2.74 2.15 2.59 3.41 3.02 4.02 1.31 2.90 2.89 1.90 1.74 2.06 3.29 2.73 2.79 2.08 4.55 3.77 4.17 6.30 4.48 4.29 1.29
Data as of 07/25/2025, AR inception is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) -6.35%
Oct 2019 - Oct 2022
-1.65%
Oct 2017 - Oct 2022
0.54%
Oct 2012 - Oct 2022
3.00%
May 2010 - May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) 11.35%
Nov 2009 - Nov 2012
8.38%
Mar 2011 - Mar 2016
6.01%
Jan 2011 - Jan 2021
3.80%
Nov 2009 - Nov 2024
Annualized Rolling Returns Comparison Chart