Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBEAX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS N) | NA | 647,097.62% | 1,641.94% | 494.34% | 151.53% | 92.99% | 64.07% | … | … |
Data as of 02/12/2024, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBEAX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS N) | 03/27/1997 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 646,011.59 | 647,097.62 | 1,641.94 | 494.34 | 151.53 | 92.99 | 64.07 | … | … | 649,368.01 | 5.37 | -20.18 | 2.47 | 18.99 | 16.97 | -2.89 | 15.54 | 4.27 | 2.20 | 9.69 | 17.13 | 9.86 | 6.44 | 11.31 | 20.07 | -18.68 | 4.63 | 13.73 | 4.24 | 9.06 | 23.86 | -13.11 | -6.37 | 7.28 | 29.55 | 12.45 | 11.88 |
| Sharpe Ratio | NA | 741.67 | 3.23 | 1.25 | 0.54 | NA | NA | … | … | NA | 0.19 | -1.14 | 0.20 | 0.96 | 2.74 | -0.39 | 3.12 | 0.55 | 0.23 | 1.15 | 2.35 | 1.39 | 0.50 | 1.08 | 1.22 | -0.92 | 0.16 | 1.42 | 0.27 | 0.99 | 2.23 | -1.02 | -0.69 | 0.13 | 2.05 | 0.84 | 0.96 |
| Standard Deviation(%) | NA | 879.05 | 507.70 | 392.89 | 277.88 | NA | NA | … | … | 2,585.97 | 9.18 | 19.07 | 11.95 | 19.52 | 5.66 | 10.93 | 4.79 | 7.38 | 9.58 | 8.43 | 7.28 | 7.11 | 12.93 | 10.35 | 16.34 | 21.38 | 9.44 | 7.28 | 7.32 | 8.16 | 10.37 | 13.94 | 12.91 | 23.11 | 12.75 | 10.70 | 12.66 |
| Draw Down(%) | NA | 10.45 | 29.86 | 29.86 | 29.86 | NA | NA | … | … | 0.00 | 10.45 | 27.34 | 7.55 | 24.20 | 2.50 | 13.55 | 1.49 | 6.03 | 7.17 | 5.72 | 4.61 | 5.35 | 9.84 | 9.34 | 15.98 | 28.69 | 6.57 | 5.46 | 5.14 | 6.00 | 6.47 | 20.71 | 15.89 | 21.16 | 8.24 | 19.25 | 11.02 |
| Yield(%) | 100.07 | 100.06 | 27.27 | 22.77 | 14.76 | 16.95 | 12.60 | … | … | 100.50 | 22.32 | 8.64 | 2.43 | 3.33 | 6.55 | 6.37 | 5.26 | 0.70 | 3.34 | 10.05 | 10.31 | 6.20 | 4.84 | 1.79 | 1.98 | 2.16 | 2.12 | 2.23 | 1.46 | 1.15 | 2.61 | 1.85 | 2.22 | 25.01 | 13.67 | 3.43 | 2.70 |
Data as of 02/12/2024, Common starting date is 03/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBEAX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS N) |
-9.65%
Feb 2000 – Feb 2003 |
-0.80%
Feb 2004 – Feb 2009 |
1.55%
Aug 2000 – Aug 2010 |
4.53%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBEAX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS N) |
21.64%
Apr 1997 – Apr 2000 |
16.11%
Feb 2009 – Feb 2014 |
10.98%
Feb 2009 – Feb 2019 |
8.70%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart