Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWMTX (AMG GW&K MUNICIPAL BOND FUND CLASS N) | -0.28% | -0.34% | 1.13% | -0.42% | 1.29% | 2.25% | NA | 2.73% |
Data as of 08/01/2025, AR inception is 07/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWMTX (AMG GW&K MUNICIPAL BOND FUND CLASS N) | 07/01/2009 | 08/01/2025 |
| 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 (%) | 0.54 | -0.34 | 1.13 | -0.42 | 1.29 | 2.25 | NA | 2.73 | -0.28 | -0.29 | 5.72 | -7.79 | 0.11 | 4.31 | 7.29 | 0.56 | 4.58 | -3.01 | 3.49 | 7.41 | -2.62 | 5.36 | 12.15 | 3.82 | 4.56 |
| Sharpe Ratio | NA | -0.71 | -0.55 | -0.70 | -0.04 | NA | NA | 0.52 | -0.63 | -1.21 | 0.55 | -2.18 | 0.06 | 0.54 | 3.29 | -0.45 | 1.68 | -0.98 | 1.62 | 3.20 | -0.83 | 2.10 | 4.15 | 1.25 | 3.17 |
| Standard Deviation(%) | NA | 4.93 | 4.07 | 3.58 | 3.80 | NA | NA | 3.45 | 5.60 | 3.25 | 3.79 | 4.24 | 1.55 | 7.52 | 1.77 | 1.82 | 2.35 | 3.28 | 2.14 | 2.31 | 3.21 | 2.55 | 2.92 | 2.98 | 2.89 |
| Draw Down(%) | NA | 5.24 | 7.02 | 13.40 | 13.40 | NA | NA | 13.40 | 5.15 | 3.05 | 6.70 | 12.55 | 2.08 | 11.20 | 1.91 | 2.56 | 2.31 | 7.07 | 2.98 | 1.98 | 6.61 | 2.60 | 2.99 | 5.06 | 3.20 |
| Yield(%) | 0.00 | 2.04 | 1.98 | 1.73 | 1.74 | 2.09 | 1.85 | 2.32 | 1.06 | 2.22 | 1.86 | 1.43 | 1.80 | 1.56 | 1.68 | 1.56 | 1.45 | 0.88 | 2.68 | 2.01 | 1.81 | 2.46 | 3.03 | 3.63 | 1.96 |
Data as of 08/01/2025, AR inception is 07/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMTX (AMG GW&K MUNICIPAL BOND FUND CLASS N) |
-2.97%
Oct 2020 - Oct 2023 |
-0.49%
Jul 2020 - Jul 2025 |
0.85%
Oct 2012 - Oct 2022 |
2.22%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMTX (AMG GW&K MUNICIPAL BOND FUND CLASS N) |
7.47%
Nov 2009 - Nov 2012 |
5.50%
Jan 2011 - Jan 2016 |
4.05%
Aug 2009 - Aug 2019 |
2.79%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart