Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFDYX (AMG GW&K ENHANCED CORE BOND FUND CLASS Z) | NA | 6.29% | -2.99% | 0.29% | 1.39% | 3.15% | 3.64% | … | … |
Data as of 09/12/2024, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFDYX (AMG GW&K ENHANCED CORE BOND FUND CLASS Z) | 01/30/1997 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 6.29 | -2.99 | 0.29 | 1.39 | 3.15 | 3.64 | … | … | 1.21 | 6.14 | -13.99 | -0.91 | 9.66 | 10.59 | -1.21 | 3.79 | 3.17 | -2.88 | 5.87 | 0.53 | 9.92 | 4.81 | 9.90 | 23.37 | -10.24 | 5.83 | 7.34 | 2.92 | 4.11 | 11.18 | 5.59 | 9.22 | 10.96 | 0.38 | 8.32 | 7.50 |
| Sharpe Ratio | NA | 0.31 | -0.89 | -0.27 | 0.03 | NA | NA | … | … | -0.58 | 0.26 | -2.02 | -0.34 | 1.82 | 3.03 | -0.97 | 1.23 | 1.00 | -0.88 | 2.49 | 0.16 | 2.76 | 0.92 | 2.20 | 3.30 | -1.50 | 0.59 | 1.15 | 0.28 | 0.91 | 3.26 | 1.07 | 1.14 | 2.06 | -0.76 | 1.64 | 1.48 |
| Standard Deviation(%) | NA | 6.03 | 6.59 | 5.76 | 4.54 | NA | NA | … | … | 4.83 | 7.27 | 7.63 | 2.79 | 5.16 | 3.03 | 2.60 | 2.58 | 2.96 | 3.30 | 2.35 | 3.10 | 3.60 | 5.17 | 4.45 | 7.06 | 7.42 | 4.83 | 3.55 | 2.69 | 3.50 | 3.21 | 4.20 | 6.15 | 3.34 | 3.72 | 3.04 | 3.15 |
| Draw Down(%) | NA | 4.79 | 19.30 | 19.30 | 19.30 | NA | NA | … | … | 3.84 | 7.92 | 18.09 | 3.19 | 9.03 | 1.94 | 3.26 | 1.54 | 4.34 | 5.51 | 1.28 | 5.06 | 2.16 | 4.75 | 3.63 | 4.47 | 18.32 | 3.22 | 2.33 | 2.24 | 4.63 | 3.42 | 5.29 | 3.97 | 2.75 | 3.17 | 2.36 | 2.17 |
| Yield(%) | 0.00 | 4.33 | 2.64 | 2.54 | 2.56 | 4.00 | 4.26 | … | … | 3.02 | 3.40 | 2.05 | 1.65 | 2.18 | 2.87 | 2.63 | 2.32 | 2.36 | 3.36 | 3.22 | 11.95 | 5.68 | 6.45 | 4.30 | 5.99 | 5.44 | 5.63 | 5.23 | 5.37 | 3.47 | 5.88 | 6.15 | 7.00 | 7.04 | 6.31 | 7.09 | 6.11 |
Data as of 09/12/2024, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFDYX (AMG GW&K ENHANCED CORE BOND FUND CLASS Z) |
-5.37%
Oct 2020 – Oct 2023 |
-0.19%
Oct 2017 – Oct 2022 |
0.83%
Oct 2012 – Oct 2022 |
2.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFDYX (AMG GW&K ENHANCED CORE BOND FUND CLASS Z) |
15.58%
Oct 2008 – Oct 2011 |
11.06%
Oct 2008 – Oct 2013 |
7.12%
Oct 2002 – Oct 2012 |
6.89%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart