Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFDSX (AMG GW&K ENHANCED CORE BOND FUND CLASS I) | NA | 6.31% | -3.07% | 0.24% | 1.29% | NA | NA | … | … |
Data as of 09/12/2024, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFDSX (AMG GW&K ENHANCED CORE BOND FUND CLASS I) | 12/03/2012 | 09/12/2024 |
| 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 (%) | 0.00 | 6.31 | -3.07 | 0.24 | 1.29 | NA | NA | … | … | 1.26 | 6.05 | -14.06 | -1.07 | 9.57 | 10.51 | -1.26 | 4.01 | 3.08 | -3.27 | 3.49 | -11.44 | -1.14 |
| Sharpe Ratio | NA | 0.31 | -0.89 | -0.28 | 0.01 | NA | NA | … | … | -0.57 | 0.24 | -2.02 | -0.38 | 1.78 | 3.02 | -0.97 | 1.33 | 0.98 | -1.01 | 1.48 | -1.06 | -2.53 |
| Standard Deviation(%) | NA | 6.05 | 6.68 | 5.83 | 4.59 | NA | NA | … | … | 4.76 | 7.46 | 7.68 | 2.87 | 5.22 | 3.02 | 2.66 | 2.56 | 2.93 | 3.26 | 2.35 | 10.83 | 5.58 |
| Draw Down(%) | NA | 4.80 | 19.37 | 19.42 | 19.42 | NA | NA | … | … | 3.85 | 7.97 | 18.14 | 3.20 | 9.12 | 2.03 | 3.29 | 1.64 | 4.45 | 5.53 | 1.54 | 12.69 | 1.57 |
| Yield(%) | 0.00 | 4.25 | 2.57 | 2.46 | 2.46 | 1.48 | 1.11 | … | … | 2.96 | 3.32 | 1.97 | 1.58 | 2.11 | 2.81 | 2.58 | 2.43 | 2.26 | 3.04 | 0.79 | 0.00 | 0.00 |
Data as of 09/12/2024, 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 |
|---|---|---|---|---|
| MFDSX (AMG GW&K ENHANCED CORE BOND FUND CLASS I) |
-5.44%
Oct 2020 – Oct 2023 |
-1.71%
Apr 2013 – Apr 2018 |
-0.46%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFDSX (AMG GW&K ENHANCED CORE BOND FUND CLASS I) |
6.93%
Jul 2018 – Jul 2021 |
5.09%
Dec 2015 – Dec 2020 |
1.47%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart