Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLIX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS Z) | 2.88% | 10.95% | 16.44% | 8.03% | 12.46% | 12.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRLIX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS Z) | 06/04/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 10.95 | 16.44 | 8.03 | 12.46 | 12.44 | NA | … | … | 2.88 | 10.45 | 21.32 | 25.51 | -22.16 | 20.68 | 18.11 | 35.64 | -6.66 | 22.50 | 9.39 | -1.06 | 20.21 | 35.14 | 17.61 | -3.90 | 16.00 | 15.45 |
| Sharpe Ratio | NA | 0.66 | 0.84 | 0.30 | 0.56 | NA | NA | … | … | 0.18 | 0.39 | 1.27 | 1.81 | -0.94 | 1.34 | 0.50 | 2.59 | -0.44 | 2.59 | 0.62 | -0.07 | 1.48 | 3.01 | 1.20 | -0.14 | 0.81 | 1.74 |
| Standard Deviation(%) | NA | 14.21 | 15.79 | 17.86 | 19.08 | NA | NA | … | … | 16.57 | 19.36 | 13.88 | 12.20 | 25.29 | 15.42 | 35.39 | 13.18 | 18.40 | 8.46 | 14.77 | 15.70 | 13.68 | 11.68 | 14.80 | 27.24 | 19.71 | 16.16 |
| Draw Down(%) | NA | 12.07 | 20.53 | 29.07 | 34.16 | NA | NA | … | … | 11.35 | 20.53 | 7.76 | 7.73 | 24.74 | 10.34 | 34.16 | 6.38 | 19.75 | 3.60 | 12.59 | 12.16 | 9.41 | 5.91 | 11.29 | 24.50 | 17.39 | 7.15 |
| Yield(%) | 0.00 | 14.22 | 13.25 | 7.51 | 9.81 | 10.36 | 10.41 | … | … | 0.00 | 14.57 | 14.11 | 9.04 | 0.44 | 0.40 | 0.50 | 11.35 | 18.31 | 3.93 | 2.49 | 2.54 | 23.76 | 32.48 | 9.54 | 13.07 | 3.32 | 1.82 |
Data as of 06/04/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLIX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS Z) |
2.82%
Sep 2020 – Sep 2023 |
5.87%
Mar 2015 – Mar 2020 |
10.14%
Mar 2015 – Mar 2025 |
11.52%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLIX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS Z) |
25.49%
Sep 2011 – Sep 2014 |
19.43%
Oct 2016 – Oct 2021 |
17.33%
Sep 2011 – Sep 2021 |
14.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart