Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) | 2.15% | 11.88% | 3.47% | 6.59% | 5.90% | 9.19% | 6.05% | 7.93% |
Data as of 07/03/2025, AR inception is 10/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) | 10/26/1998 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 11.88 | 3.47 | 6.59 | 5.90 | 9.19 | 6.05 | 7.93 | 2.15 | 7.09 | 11.69 | -24.74 | 39.51 | -2.59 | 22.92 | -5.54 | 5.45 | 6.85 | 5.35 | 31.53 | 2.12 | 16.04 | 9.35 | 29.01 | 36.28 | -36.47 | -15.67 | 33.87 | -9.99 | 20.58 | 33.79 | 1.96 | 14.32 | 10.23 | 2.28 | 3.07 |
| Sharpe Ratio | NA | 0.49 | 0.00 | 0.23 | 0.21 | NA | NA | 0.23 | 0.06 | 0.22 | 0.40 | -1.05 | 2.65 | -0.07 | 1.71 | -0.42 | 0.47 | 0.39 | 0.31 | 2.76 | 0.13 | 1.20 | 0.31 | 1.05 | 0.55 | -0.49 | -0.72 | 2.03 | -0.53 | 1.03 | 2.84 | 0.05 | 1.17 | 0.58 | -0.11 | 1.56 |
| Standard Deviation(%) | NA | 17.83 | 19.94 | 19.63 | 21.23 | NA | NA | 27.14 | 20.11 | 15.96 | 20.44 | 24.97 | 14.92 | 42.52 | 12.50 | 16.56 | 10.28 | 16.79 | 17.42 | 11.40 | 15.52 | 13.38 | 29.61 | 27.44 | 66.35 | 76.82 | 26.12 | 15.07 | 23.30 | 19.07 | 11.63 | 15.08 | 10.33 | 10.31 | 10.33 | 9.52 |
| Draw Down(%) | NA | 17.15 | 26.90 | 33.15 | 40.84 | NA | NA | 71.78 | 14.30 | 11.18 | 21.49 | 31.52 | 7.80 | 40.84 | 6.57 | 13.56 | 5.85 | 15.11 | 15.83 | 7.54 | 17.22 | 9.01 | 22.93 | 16.57 | 39.63 | 63.55 | 27.66 | 10.54 | 17.64 | 17.53 | 7.15 | 18.82 | 10.49 | 8.90 | 13.45 | 4.18 |
| Yield(%) | 0.81 | 2.77 | 3.44 | 3.89 | 5.63 | 8.51 | 5.43 | 8.16 | 1.36 | 2.48 | 2.13 | 4.54 | 5.43 | 2.00 | 7.39 | 2.84 | 9.73 | 11.08 | 10.71 | 5.62 | 7.10 | 3.89 | 0.51 | 1.20 | 2.31 | 1.98 | 24.40 | 20.39 | 0.76 | 2.77 | 5.05 | 5.09 | 4.30 | 5.75 | 6.00 | 3.50 |
Data as of 07/03/2025, AR inception is 10/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) |
-23.87%
Mar 2006 - Mar 2009 |
-13.34%
Mar 2004 - Mar 2009 |
-0.48%
Feb 1999 - Feb 2009 |
5.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) |
44.51%
Mar 2009 - Mar 2012 |
29.86%
Feb 2009 - Feb 2014 |
18.81%
Feb 2009 - Feb 2019 |
13.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart