Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWMSX (AMG GW&K MUNICIPAL BOND FUND CLASS S) | NA | -1.77% | 2.56% | 2.55% | NA | NA | NA | … | … |
Data as of 07/19/2017, Common starting date is 07/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWMSX (AMG GW&K MUNICIPAL BOND FUND CLASS S) | 07/01/2009 | 07/19/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.77 | 2.56 | 2.55 | NA | NA | NA | … | … | 4.64 | -2.79 | 3.91 | 7.64 | -2.21 | 5.55 | 12.54 | 4.04 | 4.64 |
| Sharpe Ratio | NA | -0.65 | 0.90 | 0.89 | NA | NA | NA | … | … | 3.82 | -0.89 | 1.82 | 3.24 | -0.70 | 2.18 | 4.34 | 1.34 | 3.23 |
| Standard Deviation(%) | NA | 3.30 | 2.67 | 2.73 | NA | NA | NA | … | … | 2.15 | 3.35 | 2.13 | 2.35 | 3.19 | 2.54 | 2.88 | 2.96 | 2.90 |
| Draw Down(%) | NA | 6.95 | 7.08 | 7.08 | NA | NA | NA | … | … | 1.16 | 7.08 | 2.87 | 1.96 | 6.51 | 2.48 | 2.88 | 4.99 | 3.22 |
| Yield(%) | 0.00 | 1.04 | 2.02 | 2.16 | 2.28 | 1.52 | 1.14 | … | … | 0.64 | 1.10 | 3.01 | 2.25 | 2.13 | 2.74 | 3.31 | 3.85 | 1.94 |
Data as of 07/19/2017, Common starting date is 07/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMSX (AMG GW&K MUNICIPAL BOND FUND CLASS S) |
2.17%
Feb 2014 – Feb 2017 |
2.12%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMSX (AMG GW&K MUNICIPAL BOND FUND CLASS S) |
7.75%
Nov 2009 – Nov 2012 |
5.84%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart