Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBESX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS I) | NA | 1,696,554.61% | 2,304.56% | 621.54% | 177.21% | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBESX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS I) | 12/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,692,758.35 | 1,696,554.61 | 2,304.56 | 621.54 | 177.21 | NA | NA | … | … | 1,701,388.04 | 5.50 | -20.06 | 2.63 | 19.14 | 17.16 | -2.77 | 15.72 | 4.46 | 2.29 | 9.27 | 6.79 | -5.18 |
| Sharpe Ratio | NA | 1,753.12 | 4.09 | 1.42 | 0.57 | NA | NA | … | … | NA | 0.14 | -1.13 | 0.22 | 0.96 | 2.80 | -0.38 | 3.17 | 0.58 | 0.24 | 1.09 | 0.59 | -2.35 |
| Standard Deviation(%) | NA | 975.56 | 563.41 | 435.97 | 308.40 | NA | NA | … | … | 2,869.91 | 9.15 | 19.06 | 11.98 | 19.54 | 5.63 | 10.86 | 4.78 | 7.38 | 9.52 | 8.47 | 11.49 | 21.51 |
| Draw Down(%) | NA | 10.41 | 29.79 | 29.79 | 29.79 | NA | NA | … | … | 0.00 | 10.41 | 27.26 | 7.52 | 24.22 | 2.47 | 13.45 | 1.49 | 5.98 | 7.10 | 5.86 | 8.59 | 6.67 |
| Yield(%) | 100.08 | 100.14 | 27.38 | 22.91 | 14.86 | 10.11 | 7.58 | … | … | 100.50 | 22.14 | 8.56 | 2.44 | 3.44 | 6.64 | 6.47 | 5.39 | 0.85 | 3.49 | 9.58 | 0.00 | 0.00 |
Data as of 02/12/2024, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBESX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS I) |
-4.70%
Dec 2020 – Dec 2023 |
0.84%
Sep 2018 – Sep 2023 |
3.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBESX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS I) |
12.73%
Dec 2018 – Dec 2021 |
11.41%
Feb 2016 – Feb 2021 |
5.20%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart