Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOBAX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS N SHARES) | NA | 6.28% | 3.14% | 4.29% | 7.70% | 5.09% | 4.19% | … | … |
Data as of 11/12/2018, Common starting date is 12/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOBAX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS N SHARES) | 12/15/1994 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.28 | 3.14 | 4.29 | 7.70 | 5.09 | 4.19 | … | … | 4.36 | 15.24 | -10.01 | 3.88 | 6.25 | 14.86 | 8.60 | 3.81 | 7.22 | 18.42 | -20.20 | 15.34 | 6.12 | 3.38 | 2.43 | 11.66 | -12.36 | -5.54 | -0.80 | 12.84 | 23.07 | 23.48 | 20.37 | 29.39 | 1.11 |
| Sharpe Ratio | NA | 0.71 | 0.28 | 0.47 | 0.76 | NA | NA | … | … | 0.48 | 3.33 | -0.86 | 0.44 | 0.94 | 2.11 | 1.34 | 0.33 | 0.78 | 1.30 | -0.95 | 1.34 | 0.40 | 0.17 | 0.20 | 1.22 | -0.97 | -0.73 | -0.41 | 0.71 | 1.43 | 1.50 | 1.58 | 3.25 | 4.96 |
| Standard Deviation(%) | NA | 7.40 | 8.68 | 8.25 | 9.79 | NA | NA | … | … | 7.75 | 4.41 | 11.87 | 8.83 | 6.66 | 7.03 | 6.45 | 11.54 | 9.11 | 14.04 | 22.18 | 9.12 | 6.84 | 6.80 | 7.11 | 8.95 | 13.91 | 11.11 | 12.32 | 13.32 | 13.75 | 13.16 | 10.46 | 7.83 | 5.60 |
| Draw Down(%) | NA | 6.46 | 13.12 | 13.12 | 13.24 | NA | NA | … | … | 6.46 | 1.94 | 13.12 | 6.56 | 3.64 | 5.13 | 4.35 | 8.38 | 8.36 | 13.24 | 28.90 | 4.33 | 4.85 | 4.47 | 6.19 | 5.64 | 19.09 | 15.67 | 8.93 | 7.70 | 13.96 | 8.07 | 6.38 | 3.03 | 0.51 |
| Yield(%) | 0.00 | 20.62 | 8.50 | 7.71 | 6.94 | 4.81 | 4.23 | … | … | 15.82 | 6.25 | 0.49 | 5.20 | 9.65 | 4.53 | 1.37 | 1.12 | 1.43 | 0.49 | 0.31 | 1.38 | 1.47 | 1.54 | 0.87 | 1.63 | 1.73 | 1.85 | 5.06 | 6.40 | 7.52 | 4.76 | 11.87 | 2.74 | 0.39 |
Data as of 11/12/2018, Common starting date is 12/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOBAX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS N SHARES) |
-6.35%
Dec 1999 – Dec 2002 |
-1.57%
Feb 2004 – Feb 2009 |
-0.30%
Feb 1999 – Feb 2009 |
3.41%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOBAX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS N SHARES) |
25.39%
Feb 1995 – Feb 1998 |
20.37%
Jan 1995 – Jan 2000 |
9.33%
Jan 1995 – Jan 2005 |
7.29%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart