Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MECIX (AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS I) | NA | 16.17% | 6.60% | 2.03% | 3.15% | 8.34% | 9.47% | 9.50% |
Data as of 08/05/2025, AR inception is 01/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MECIX (AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS I) | 01/07/2002 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 16.17 | 6.60 | 2.03 | 3.15 | 8.34 | 9.47 | 9.50 | -6.03 | 44.77 | 14.58 | 5.16 | 163.33 | 23.10 | -39.74 | 5.95 | 7.95 | 1.47 | 13.90 | 54.17 | -23.65 |
| Sharpe Ratio | NA | -0.07 | 0.95 | 1.08 | 0.47 | NA | NA | 0.42 | -0.33 | 2.92 | 0.85 | 0.15 | 0.73 | 1.00 | -0.94 | 0.17 | 0.32 | -0.06 | 0.77 | 2.67 | -0.90 |
| Standard Deviation(%) | NA | 18.79 | 17.39 | 31.46 | 28.07 | NA | NA | 29.21 | 18.79 | 15.30 | 17.29 | 34.16 | 150.15 | 34.85 | 43.29 | 17.56 | 14.55 | 12.52 | 16.84 | 20.05 | 27.72 |
| Draw Down(%) | NA | 15.45 | 15.45 | 30.55 | 58.57 | NA | NA | 58.57 | 15.45 | 6.60 | 14.42 | 30.55 | 4.72 | 27.01 | 55.77 | 13.72 | 14.54 | 14.11 | 18.39 | 10.85 | 35.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.02 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.15 | 0.00 | 21.81 | 18.39 | 1.14 | 0.31 | 1.22 | 0.00 |
Data as of 08/05/2025, AR inception is 01/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECIX (AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS I) |
-17.24%
Feb 2006 - Feb 2009 |
-8.77%
Feb 2004 - Feb 2009 |
2.00%
Mar 2015 - Mar 2025 |
9.04%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECIX (AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS I) |
69.24%
Feb 2010 - Feb 2013 |
46.81%
Feb 2010 - Feb 2015 |
25.05%
Jan 2010 - Jan 2020 |
19.63%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart