Performance Comparison
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