Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFQTX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS I) | -3.83% | -0.12% | 8.55% | 1.14% | -1.35% | 2.94% | 2.76% | … | … |
Data as of 06/05/2026, Common starting date is 11/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFQTX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS I) | 11/22/2000 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | -0.12 | 8.55 | 1.14 | -1.35 | 2.94 | 2.76 | … | … | -3.83 | 8.88 | 12.20 | 22.81 | -25.05 | -52.41 | 7.04 | 28.20 | -3.67 | 18.28 | 9.86 | -2.21 | 13.54 | 40.43 | 13.95 | 1.90 | 23.98 | 20.18 | -41.06 | 9.75 | 14.51 | 15.46 | 11.22 | 29.29 | -19.52 | -7.36 | 3.20 |
| Sharpe Ratio | NA | -0.14 | 0.46 | -0.08 | -0.09 | NA | NA | … | … | -0.63 | 0.42 | 0.80 | 1.49 | -1.13 | -0.62 | 0.19 | 2.10 | -0.30 | 2.11 | 0.71 | -0.15 | 1.08 | 3.39 | 1.07 | 0.07 | 1.20 | 0.76 | -1.03 | 0.40 | 0.97 | 1.15 | 0.92 | 1.80 | -0.99 | -0.52 | 4.04 |
| Standard Deviation(%) | NA | 12.87 | 12.80 | 15.74 | 31.71 | NA | NA | … | … | 15.21 | 14.42 | 10.70 | 12.96 | 23.43 | 84.06 | 35.22 | 12.74 | 17.08 | 8.38 | 13.58 | 15.41 | 12.50 | 11.93 | 13.14 | 25.65 | 19.96 | 26.53 | 40.74 | 16.64 | 11.45 | 11.50 | 11.18 | 15.85 | 20.97 | 19.35 | 8.16 |
| Draw Down(%) | NA | 15.65 | 15.65 | 32.70 | 69.37 | NA | NA | … | … | 15.65 | 11.93 | 5.24 | 11.13 | 26.81 | 59.67 | 37.58 | 7.69 | 22.10 | 3.63 | 10.53 | 11.27 | 7.62 | 5.04 | 10.04 | 21.83 | 16.53 | 25.03 | 51.64 | 12.75 | 9.23 | 7.88 | 11.48 | 12.66 | 28.16 | 23.84 | 0.77 |
| Yield(%) | 0.00 | 9.95 | 8.18 | 4.08 | 2.18 | 2.73 | 2.34 | … | … | 0.00 | 10.44 | 10.01 | 2.93 | 0.10 | 0.00 | 0.41 | 0.76 | 1.83 | 0.55 | 1.32 | 0.55 | 0.43 | 0.41 | 1.06 | 0.10 | 0.50 | 0.36 | 0.99 | 0.59 | 0.00 | 0.22 | 1.04 | 0.51 | 0.68 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFQTX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS I) |
-27.45%
Dec 2019 – Dec 2022 |
-14.78%
Mar 2021 – Mar 2026 |
-2.20%
Oct 2013 – Oct 2023 |
-0.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFQTX (AMG FQ TAX-MANAGED U.S. EQUITY FUND CLASS I) |
25.64%
Feb 2009 – Feb 2012 |
23.87%
Feb 2009 – Feb 2014 |
15.96%
Feb 2009 – Feb 2019 |
10.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart