Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIMFX (AMG MANAGERS EMERGING OPPORTUNITIES FUND CLASS I) 6.99% 24.06% 7.08% -7.26% -1.34% 1.99% 2.31%
Data as of 06/03/2026, Common starting date is 01/18/2005
More Performance Analytics Comparison
Name Start Date End Date
MIMFX (AMG MANAGERS EMERGING OPPORTUNITIES FUND CLASS I) 01/18/2005 06/03/2026
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
Annualized Return (%) 1.15 24.06 7.08 -7.26 -1.34 1.99 2.31 6.99 27.98 -0.37 -18.15 -26.18 -47.75 12.91 27.80 -4.97 24.36 17.97 -8.51 2.72 56.34 14.25 -5.24 30.54 28.65 -38.97 8.46 12.03 1.70
Sharpe Ratio NA 0.92 0.15 -0.40 -0.09 NA NA 0.53 1.04 -0.15 -0.96 -0.97 -0.71 0.29 1.74 -0.35 1.84 0.98 -0.51 0.14 3.72 0.82 -0.16 1.24 0.88 -1.03 0.32 0.56 -0.04
Standard Deviation(%) NA 21.27 24.29 25.13 31.85 NA NA 22.45 24.17 26.51 22.83 28.65 67.42 43.18 15.13 18.43 12.93 18.20 16.91 18.90 15.12 17.51 33.58 24.54 32.59 38.62 16.53 15.49 13.70
Draw Down(%) NA 18.34 28.90 57.09 77.59 NA NA 13.23 19.53 22.54 31.31 38.00 59.07 44.08 8.10 29.14 4.29 18.27 16.85 17.80 5.08 13.49 25.30 17.90 28.43 51.66 11.65 20.16 13.96
Yield(%) 0.00 0.57 0.93 0.31 5.30 21.20 14.26 0.00 0.64 1.50 0.82 0.00 0.00 0.27 10.44 18.48 13.55 0.42 10.57 11.28 18.93 8.97 0.68 0.00 0.00 8.39 14.41 9.12 13.58
Data as of 06/03/2026, Common starting date is 01/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIMFX (AMG MANAGERS EMERGING OPPORTUNITIES FUND CLASS I) -36.37%
Mar 2021 – Mar 2024
-20.18%
Mar 2021 – Mar 2026
-6.09%
Jan 2014 – Jan 2024
-0.08%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIMFX (AMG MANAGERS EMERGING OPPORTUNITIES FUND CLASS I) 29.28%
Feb 2009 – Feb 2012
29.10%
Feb 2009 – Feb 2014
18.46%
Feb 2009 – Feb 2019
10.01%
Apr 2006 – Apr 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return