Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCGIX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS I SHARES) | -2.22% | -4.86% | 5.07% | -7.97% | 0.67% | 4.44% | 4.22% | 5.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCGIX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS I SHARES) | 09/12/1996 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 09/12/1996.
AR inception is since 09/12/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | -4.86 | 5.07 | -7.97 | 0.67 | 4.44 | 4.22 | 5.21 | -2.22 | 4.47 | 30.04 | -33.62 | -33.60 | 12.81 | 32.83 | -1.27 | 23.66 | -2.44 | 5.88 | 7.48 | 27.60 | 12.92 | 3.45 | 8.56 | 30.15 | -35.20 | 21.21 | 8.37 | 5.65 | 4.19 | 17.57 | -22.67 | -13.12 | -7.36 | 22.90 | 32.26 | 32.18 | 12.47 |
| Sharpe Ratio | NA | -0.41 | -0.10 | -0.32 | -0.04 | NA | NA | 0.16 | -0.45 | -0.12 | 1.73 | -1.07 | -0.69 | 0.33 | 2.40 | -0.15 | 3.38 | -0.21 | 0.38 | 0.66 | 2.47 | 1.14 | 0.17 | 0.55 | 1.30 | -0.97 | 1.22 | 0.49 | 0.34 | 0.31 | 1.17 | -1.04 | -0.85 | -0.57 | 1.01 | 1.30 | 1.37 | 3.08 |
| Standard Deviation(%) | NA | 23.83 | 23.52 | 31.12 | 25.71 | NA | NA | 21.31 | 31.18 | 18.30 | 15.02 | 32.80 | 48.65 | 37.69 | 13.07 | 17.27 | 6.85 | 12.74 | 15.40 | 11.27 | 11.18 | 11.33 | 20.14 | 15.51 | 23.10 | 37.12 | 14.97 | 10.40 | 10.14 | 10.64 | 14.38 | 22.94 | 18.38 | 20.01 | 19.48 | 22.31 | 20.88 | 14.35 |
| Draw Down(%) | NA | 27.98 | 27.98 | 62.29 | 62.29 | NA | NA | 62.29 | 19.50 | 13.82 | 8.94 | 34.97 | 38.29 | 31.58 | 6.23 | 18.44 | 2.45 | 9.42 | 11.52 | 6.99 | 6.15 | 7.44 | 14.96 | 14.22 | 19.93 | 42.28 | 7.43 | 7.16 | 6.02 | 9.40 | 9.79 | 30.09 | 26.90 | 15.61 | 10.75 | 23.29 | 11.60 | 6.14 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 0.08 | 6.34 | 8.36 | 7.38 | 9.11 | 0.00 | 0.00 | 0.57 | 0.18 | 0.00 | 0.00 | 11.03 | 19.79 | 11.09 | 10.58 | 27.23 | 18.45 | 8.96 | 8.57 | 8.49 | 1.00 | 0.65 | 0.00 | 16.43 | 1.25 | 0.60 | 0.35 | 0.73 | 0.55 | 0.52 | 11.75 | 5.58 | 3.99 | 1.23 | 0.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGIX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS I SHARES) |
-20.83%
Sep 2020 - Sep 2023 |
-8.20%
Dec 2017 - Dec 2022 |
-3.21%
Feb 1999 - Feb 2009 |
1.34%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGIX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS I SHARES) |
29.03%
Dec 1996 - Dec 1999 |
19.28%
Feb 2009 - Feb 2014 |
14.66%
Aug 2010 - Aug 2020 |
9.80%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart