Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFQAX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS N) | -3.41% | -0.16% | 8.48% | 1.00% | -1.51% | 2.75% | 2.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFQAX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS N) | 03/06/2006 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.16 | 8.48 | 1.00 | -1.51 | 2.75 | 2.57 | … | … | -3.41 | 8.64 | 11.90 | 22.46 | -25.19 | -52.42 | 6.77 | 27.85 | -3.89 | 17.98 | 9.61 | -2.44 | 13.19 | 40.16 | 13.65 | 1.64 | 23.64 | 19.96 | -40.96 | 9.42 | 10.89 |
| Sharpe Ratio | NA | -0.16 | 0.44 | -0.10 | -0.10 | NA | NA | … | … | -0.64 | 0.40 | 0.78 | 1.46 | -1.14 | -0.63 | 0.18 | 2.07 | -0.31 | 2.07 | 0.69 | -0.16 | 1.05 | 3.36 | 1.05 | 0.06 | 1.18 | 0.75 | -1.02 | 0.38 | 0.86 |
| Standard Deviation(%) | NA | 12.85 | 12.78 | 15.73 | 31.66 | NA | NA | … | … | 15.25 | 14.39 | 10.63 | 12.99 | 23.41 | 83.83 | 35.25 | 12.75 | 17.09 | 8.39 | 13.56 | 15.39 | 12.50 | 11.93 | 13.11 | 25.70 | 19.92 | 26.49 | 40.79 | 16.64 | 11.47 |
| Draw Down(%) | NA | 15.69 | 15.69 | 32.90 | 69.42 | NA | NA | … | … | 15.69 | 11.97 | 5.29 | 11.19 | 26.97 | 59.64 | 37.60 | 7.67 | 22.15 | 3.63 | 10.52 | 11.30 | 7.61 | 5.08 | 10.06 | 21.86 | 16.55 | 25.03 | 51.51 | 12.78 | 9.24 |
| Yield(%) | 0.00 | 9.64 | 7.88 | 3.89 | 1.93 | 2.36 | 1.99 | … | … | 0.00 | 10.14 | 9.70 | 2.61 | 0.00 | 0.00 | 0.16 | 0.46 | 1.53 | 0.15 | 1.02 | 0.40 | 0.25 | 0.15 | 0.89 | 0.00 | 0.11 | 0.00 | 0.70 | 0.38 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFQAX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS N) |
-27.56%
Dec 2019 – Dec 2022 |
-14.94%
Mar 2021 – Mar 2026 |
-2.41%
Oct 2013 – Oct 2023 |
-0.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFQAX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS N) |
25.34%
Feb 2009 – Feb 2012 |
23.58%
Feb 2009 – Feb 2014 |
15.68%
Feb 2009 – Feb 2019 |
8.74%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart