Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBEYX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS Z) | NA | -1,977,281.78% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 02/12/2024, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBEYX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS Z) | 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 (%) | -1,970,100.00 | -1,977,281.78 | nan | nan | nan | nan | nan | … | … | -1,980,151.02 | 5.65 | -19.99 | 2.76 | 19.34 | 17.21 | -2.67 | 15.90 | 4.43 | 2.45 | 9.98 | 17.46 | 10.09 | 6.76 | 11.41 | 20.45 | -18.50 | 4.87 | 13.98 | 4.57 | 9.51 | 24.53 | -12.31 | -5.83 | 7.81 | 30.17 | 12.89 | 12.44 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.15 | -1.12 | 0.23 | 0.97 | 2.78 | -0.37 | 3.21 | 0.57 | 0.25 | 1.17 | 2.39 | 1.42 | 0.52 | 1.09 | 1.24 | -0.91 | 0.20 | 1.48 | 0.33 | 1.06 | 2.31 | -0.96 | -0.64 | 0.16 | 2.07 | 0.91 | 1.06 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.21 | 19.07 | 12.01 | 19.59 | 5.69 | 10.87 | 4.77 | 7.46 | 9.50 | 8.51 | 7.29 | 7.12 | 12.89 | 10.44 | 16.38 | 21.36 | 9.41 | 7.28 | 7.32 | 8.08 | 10.30 | 13.98 | 12.94 | 23.17 | 13.04 | 10.57 | 12.35 |
| Draw Down(%) | NA | 1,913,295.32 | 1,613,939.22 | 1,613,939.22 | 1,613,939.22 | NA | NA | … | … | 1,970,100.00 | 10.36 | 27.20 | 7.50 | 24.22 | 2.53 | 13.43 | 1.47 | 5.98 | 7.10 | 5.73 | 4.57 | 5.24 | 9.79 | 9.28 | 15.86 | 28.68 | 6.52 | 5.50 | 5.05 | 6.12 | 6.32 | 20.05 | 15.62 | 21.10 | 8.19 | 19.00 | 10.81 |
| Yield(%) | 100.01 | 100.21 | 27.45 | 23.00 | 15.02 | 17.32 | 12.93 | … | … | 100.52 | 22.30 | 8.76 | 2.47 | 3.54 | 6.75 | 6.57 | 5.49 | 0.89 | 3.58 | 10.34 | 10.60 | 6.46 | 5.08 | 1.88 | 2.27 | 2.35 | 2.38 | 2.46 | 1.81 | 1.54 | 3.13 | 2.84 | 2.70 | 25.40 | 14.12 | 3.81 | 2.87 |
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 |
|---|---|---|---|---|
| MBEYX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS Z) |
-9.04%
Feb 2000 – Feb 2003 |
-0.54%
Feb 2004 – Feb 2009 |
1.96%
Aug 2000 – Aug 2010 |
4.89%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBEYX (AMG CHICAGO EQUITY PARTNERS BALANCED FUND CLASS Z) |
22.25%
Apr 1997 – Apr 2000 |
16.38%
Feb 2009 – Feb 2014 |
11.25%
Feb 2009 – Feb 2019 |
8.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart