Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLTX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS N) | 2.70% | 10.57% | 16.04% | 7.69% | 12.08% | 12.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRLTX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS N) | 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 (%) | 0.63 | 10.57 | 16.04 | 7.69 | 12.08 | 12.00 | NA | … | … | 2.70 | 10.08 | 20.93 | 25.01 | -22.32 | 20.25 | 17.80 | 35.21 | -7.02 | 22.03 | 8.82 | -1.54 | 19.56 | 34.46 | 17.11 | -4.42 | 15.53 | 14.64 |
| Sharpe Ratio | NA | 0.63 | 0.82 | 0.28 | 0.54 | NA | NA | … | … | 0.16 | 0.37 | 1.24 | 1.76 | -0.94 | 1.31 | 0.49 | 2.56 | -0.46 | 2.55 | 0.58 | -0.10 | 1.43 | 2.94 | 1.17 | -0.16 | 0.78 | 1.64 |
| Standard Deviation(%) | NA | 14.24 | 15.79 | 17.86 | 19.09 | NA | NA | … | … | 16.63 | 19.32 | 13.92 | 12.23 | 25.27 | 15.40 | 35.46 | 13.18 | 18.47 | 8.41 | 14.71 | 15.74 | 13.69 | 11.69 | 14.71 | 27.19 | 19.72 | 16.29 |
| Draw Down(%) | NA | 12.22 | 20.52 | 29.22 | 34.20 | NA | NA | … | … | 11.41 | 20.52 | 7.77 | 7.81 | 24.88 | 10.34 | 34.20 | 6.44 | 19.93 | 3.67 | 12.61 | 12.28 | 9.47 | 5.90 | 11.42 | 24.57 | 17.44 | 7.16 |
| Yield(%) | 0.00 | 14.18 | 13.06 | 7.28 | 9.41 | 10.00 | 9.95 | … | … | 0.00 | 14.51 | 14.01 | 8.60 | 0.13 | 0.00 | 0.12 | 10.86 | 17.78 | 3.71 | 2.03 | 2.04 | 22.97 | 31.86 | 8.89 | 12.08 | 3.01 | 1.76 |
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 |
|---|---|---|---|---|
| MRLTX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS N) |
2.54%
Sep 2020 – Sep 2023 |
5.44%
Mar 2015 – Mar 2020 |
9.74%
Mar 2015 – Mar 2025 |
11.07%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRLTX (AMG RENAISSANCE LARGE CAP GROWTH FUND CLASS N) |
24.87%
Sep 2011 – Sep 2014 |
19.02%
Oct 2016 – Oct 2021 |
16.82%
Sep 2011 – Sep 2021 |
13.64%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart