Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLSX (AMG Renaissance Large Cap Growth Fund Cl) | 2.86% | 10.87% | 16.37% | 8.01% | 12.40% | 12.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRLSX (AMG Renaissance Large Cap Growth Fund Cl) | 06/05/2009 | 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 (%) | 0.62 | 10.87 | 16.37 | 8.01 | 12.40 | 12.34 | NA | … | … | 2.86 | 10.33 | 21.25 | 25.45 | -22.10 | 20.62 | 18.19 | 35.47 | -6.78 | 22.46 | 9.12 | -1.23 | 20.12 | 34.93 | 17.42 | -4.13 | 15.77 | 14.77 |
| Sharpe Ratio | NA | 0.65 | 0.84 | 0.30 | 0.56 | NA | NA | … | … | 0.18 | 0.39 | 1.26 | 1.80 | -0.93 | 1.34 | 0.50 | 2.57 | -0.45 | 2.58 | 0.61 | -0.08 | 1.47 | 2.98 | 1.19 | -0.15 | 0.80 | 1.68 |
| Standard Deviation(%) | NA | 14.25 | 15.81 | 17.85 | 19.08 | NA | NA | … | … | 16.65 | 19.32 | 13.94 | 12.22 | 25.27 | 15.37 | 35.39 | 13.23 | 18.40 | 8.48 | 14.71 | 16.28 | 13.65 | 11.70 | 14.77 | 27.26 | 19.67 | 16.06 |
| Draw Down(%) | NA | 12.11 | 20.50 | 29.03 | 34.19 | NA | NA | … | … | 11.41 | 20.50 | 7.76 | 7.76 | 24.75 | 10.25 | 34.19 | 6.40 | 19.74 | 3.57 | 12.62 | 12.11 | 9.47 | 5.87 | 11.36 | 24.54 | 17.41 | 7.16 |
| Yield(%) | 0.00 | 13.91 | 12.98 | 7.35 | 9.61 | 10.23 | 10.21 | … | … | 0.00 | 14.25 | 13.82 | 8.80 | 0.37 | 0.29 | 0.39 | 11.07 | 18.05 | 3.76 | 2.30 | 2.42 | 23.36 | 32.21 | 9.33 | 12.16 | 3.10 | 1.70 |
Data as of 06/04/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLSX (AMG Renaissance Large Cap Growth Fund Cl) |
2.85%
Sep 2020 – Sep 2023 |
5.75%
Mar 2015 – Mar 2020 |
10.07%
Mar 2015 – Mar 2025 |
11.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLSX (AMG Renaissance Large Cap Growth Fund Cl) |
25.30%
Sep 2011 – Sep 2014 |
19.33%
Oct 2016 – Oct 2021 |
17.18%
Sep 2011 – Sep 2021 |
13.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart