Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSEIX (AMG MANAGERS SPECIAL EQUITY FUND CLASS I) | 51.64% | 92.40% | 31.13% | 8.33% | 13.91% | 12.49% | 9.92% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSEIX (AMG MANAGERS SPECIAL EQUITY FUND CLASS I) | 05/05/2004 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 92.40 | 31.13 | 8.33 | 13.91 | 12.49 | 9.92 | … | … | 51.64 | 41.90 | 7.48 | -4.57 | -27.73 | 1.28 | 39.08 | 26.26 | -3.52 | 20.55 | 13.39 | -0.30 | 1.47 | 44.88 | 10.62 | 3.78 | 33.53 | 31.05 | -43.20 | -0.37 | 11.64 | -3.81 | 13.49 |
| Sharpe Ratio | NA | 3.79 | 1.37 | 0.29 | 0.56 | NA | NA | … | … | 5.50 | 1.85 | 0.23 | -0.53 | -1.40 | 0.06 | 1.01 | 1.44 | -0.23 | 1.60 | 0.71 | -0.02 | 0.08 | 2.92 | 0.60 | 0.11 | 1.42 | 1.02 | -1.09 | -0.20 | 0.56 | -0.37 | 1.36 |
| Standard Deviation(%) | NA | 24.01 | 20.35 | 19.76 | 21.83 | NA | NA | … | … | 30.20 | 21.17 | 16.85 | 15.68 | 20.94 | 20.85 | 38.45 | 17.20 | 20.98 | 12.46 | 18.44 | 18.14 | 17.64 | 15.37 | 17.76 | 32.77 | 23.62 | 30.22 | 40.55 | 17.99 | 14.87 | 16.34 | 14.71 |
| Draw Down(%) | NA | 14.32 | 19.20 | 42.80 | 44.84 | NA | NA | … | … | 14.32 | 18.10 | 10.35 | 21.07 | 34.55 | 15.27 | 38.41 | 11.28 | 28.76 | 6.02 | 17.25 | 15.28 | 14.54 | 5.88 | 13.58 | 28.46 | 17.41 | 25.58 | 54.82 | 13.79 | 15.13 | 11.45 | 11.87 |
| Yield(%) | 0.00 | 0.40 | 0.50 | 0.20 | 11.96 | 12.67 | 8.09 | … | … | 0.00 | 0.45 | 0.71 | 0.33 | 0.00 | 45.36 | 5.51 | 27.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 9.16 | 22.75 | 15.39 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEIX (AMG MANAGERS SPECIAL EQUITY FUND CLASS I) |
-20.70%
Feb 2006 – Feb 2009 |
-6.45%
Jun 2004 – Jun 2009 |
4.62%
Oct 2013 – Oct 2023 |
5.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEIX (AMG MANAGERS SPECIAL EQUITY FUND CLASS I) |
34.18%
Feb 2009 – Feb 2012 |
28.98%
Feb 2009 – Feb 2014 |
18.68%
Feb 2009 – Feb 2019 |
12.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart