Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPAFX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS N) | NA | 18.55% | 9.77% | 13.36% | 4.97% | 6.07% | NA | … | … |
Data as of 08/21/2017, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPAFX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS N) | 12/22/1997 | 08/21/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.55 | 9.77 | 13.36 | 4.97 | 6.07 | NA | … | … | 16.37 | 6.99 | 3.42 | 10.50 | 30.48 | 10.10 | -3.06 | 15.63 | 22.44 | -42.77 | 7.29 | -0.41 | 9.00 | 12.11 | 26.66 | -23.64 | -19.18 | -18.35 | 0.74 | 9.46 | 4.12 |
| Sharpe Ratio | NA | 2.13 | 0.70 | 1.03 | 0.23 | NA | NA | … | … | 3.66 | 0.48 | 0.21 | 0.84 | 2.84 | 0.65 | -0.12 | 0.84 | 0.90 | -1.15 | 0.22 | -0.26 | 0.57 | 0.88 | 1.58 | -1.09 | -1.28 | -0.53 | -0.10 | 0.27 | 22.59 |
| Standard Deviation(%) | NA | 8.49 | 13.62 | 12.83 | 20.64 | NA | NA | … | … | 7.21 | 14.00 | 16.16 | 12.46 | 10.73 | 15.70 | 24.94 | 18.54 | 24.85 | 37.82 | 19.18 | 14.66 | 11.89 | 12.66 | 16.39 | 22.81 | 17.14 | 42.38 | 26.05 | 22.21 | 19.56 |
| Draw Down(%) | NA | 4.17 | 15.56 | 15.56 | 58.40 | NA | NA | … | … | 2.43 | 10.84 | 12.56 | 8.26 | 5.84 | 13.74 | 19.41 | 15.80 | 21.96 | 51.97 | 12.75 | 14.03 | 7.88 | 11.71 | 10.03 | 28.75 | 29.41 | 34.59 | 19.48 | 27.42 | 1.32 |
| Yield(%) | 0.00 | 0.68 | 0.63 | 0.79 | 0.42 | 0.46 | 0.29 | … | … | 0.24 | 0.47 | 0.55 | 0.62 | 0.55 | 0.80 | 0.08 | 0.45 | 0.24 | 0.00 | 0.31 | 0.10 | 0.03 | 0.46 | 0.00 | 0.00 | 0.10 | 0.37 | 0.09 | 0.45 | 0.42 |
Data as of 08/21/2017, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPAFX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS N) |
-22.96%
Mar 2000 – Mar 2003 |
-13.04%
Mar 1998 – Mar 2003 |
-8.20%
Feb 1999 – Feb 2009 |
-1.75%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPAFX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS N) |
20.44%
Feb 2009 – Feb 2012 |
17.89%
Feb 2009 – Feb 2014 |
4.99%
Aug 2004 – Aug 2014 |
6.30%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart