Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBDLX (AMG GW&K CORE BOND FUND CLASS Z) | -0.22% | 5.00% | 3.88% | -0.10% | 1.50% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDLX (AMG GW&K CORE BOND FUND CLASS Z) | 05/11/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.00 | 3.88 | -0.10 | 1.50 | NA | NA | … | … | -0.22 | 7.50 | 1.18 | 5.81 | -13.70 | -1.86 | 7.54 | 9.81 | -1.00 | 3.95 | 2.73 | -0.55 |
| Sharpe Ratio | NA | 0.63 | 0.18 | -0.42 | -0.01 | NA | NA | … | … | -0.62 | 1.02 | -0.43 | 0.28 | -1.95 | -0.58 | 1.43 | 2.38 | -0.89 | 1.14 | 0.75 | -0.22 |
| Standard Deviation(%) | NA | 3.88 | 5.61 | 6.12 | 5.01 | NA | NA | … | … | 4.09 | 4.57 | 5.68 | 7.70 | 7.79 | 3.22 | 5.09 | 3.51 | 2.70 | 2.89 | 3.36 | 3.98 |
| Draw Down(%) | NA | 2.90 | 6.86 | 19.25 | 19.34 | NA | NA | … | … | 2.90 | 2.65 | 4.23 | 8.09 | 17.81 | 3.34 | 8.43 | 2.25 | 3.35 | 1.69 | 4.80 | 1.83 |
| Yield(%) | 0.00 | 3.63 | 3.52 | 2.97 | 2.65 | 2.05 | 1.54 | … | … | 1.31 | 3.87 | 3.50 | 3.06 | 1.90 | 3.76 | 2.04 | 2.67 | 2.34 | 2.21 | 2.15 | 3.62 |
Data as of 06/03/2026, Common starting date is 05/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDLX (AMG GW&K CORE BOND FUND CLASS Z) |
-5.84%
Oct 2020 – Oct 2023 |
-1.07%
Jul 2020 – Jul 2025 |
1.59%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDLX (AMG GW&K CORE BOND FUND CLASS Z) |
5.88%
Jul 2018 – Jul 2021 |
4.54%
Dec 2015 – Dec 2020 |
1.98%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart