Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MREZX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS Z) | NA | -8.75% | 5.00% | 8.10% | NA | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 02/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MREZX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS Z) | 02/27/2017 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -8.75 | 5.00 | 8.10 | NA | NA | NA | … | … | 3.54 | -20.28 | 34.36 | -2.34 | 15.74 | -7.16 | 2.14 |
| Sharpe Ratio | NA | -0.45 | 0.14 | 0.29 | NA | NA | NA | … | … | 0.79 | -0.86 | 2.27 | -0.06 | 1.09 | -0.51 | 0.18 |
| Standard Deviation(%) | NA | 25.20 | 29.65 | 24.87 | NA | NA | NA | … | … | 20.65 | 25.26 | 15.09 | 42.40 | 13.26 | 16.69 | 10.11 |
| Draw Down(%) | NA | 30.54 | 37.50 | 40.76 | NA | NA | NA | … | … | 8.50 | 30.54 | 8.21 | 40.76 | 11.17 | 13.72 | 5.85 |
| Yield(%) | 0.00 | 5.15 | 4.56 | 5.38 | 3.20 | 2.13 | 1.60 | … | … | 0.00 | 4.74 | 5.73 | 2.24 | 7.71 | 3.09 | 9.61 |
Data as of 03/03/2023, Common starting date is 02/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MREZX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS Z) |
-1.01%
Mar 2017 – Mar 2020 |
4.06%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MREZX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS Z) |
18.93%
Dec 2018 – Dec 2021 |
9.92%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart