Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGVX (AMG GW&K CORE BOND FUND CLASS N) | 0.24% | 5.25% | 3.69% | -0.37% | 1.16% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGVX (AMG GW&K CORE BOND FUND CLASS N) | 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 | 5.25 | 3.69 | -0.37 | 1.16 | NA | NA | … | … | 0.24 | 7.07 | 0.79 | 5.39 | -14.05 | -2.25 | 6.99 | 9.38 | -1.35 | 3.55 | 2.35 | -0.78 |
| Sharpe Ratio | NA | 0.62 | 0.13 | -0.48 | -0.09 | NA | NA | … | … | -0.53 | 0.93 | -0.50 | 0.23 | -1.99 | -0.73 | 1.32 | 2.24 | -0.98 | 1.00 | 0.63 | -0.32 |
| Standard Deviation(%) | NA | 3.86 | 5.62 | 6.11 | 5.02 | NA | NA | … | … | 4.03 | 4.54 | 5.68 | 7.71 | 7.81 | 3.13 | 5.09 | 3.53 | 2.79 | 2.90 | 3.41 | 3.91 |
| Draw Down(%) | NA | 2.97 | 6.95 | 19.64 | 19.96 | NA | NA | … | … | 2.97 | 2.65 | 4.36 | 8.44 | 18.07 | 3.39 | 8.43 | 2.16 | 3.46 | 1.69 | 4.96 | 1.88 |
| Yield(%) | 0.30 | 3.55 | 3.24 | 2.68 | 2.29 | 1.79 | 1.34 | … | … | 1.47 | 3.46 | 3.11 | 2.66 | 1.53 | 3.38 | 1.61 | 2.26 | 1.89 | 1.82 | 1.76 | 3.39 |
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 |
|---|---|---|---|---|
| MBGVX (AMG GW&K CORE BOND FUND CLASS N) |
-6.22%
Oct 2020 – Oct 2023 |
-1.47%
Jul 2020 – Jul 2025 |
1.18%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGVX (AMG GW&K CORE BOND FUND CLASS N) |
5.50%
Jul 2018 – Jul 2021 |
4.12%
Dec 2015 – Dec 2020 |
1.57%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart