Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSFX (AMG SOUTHERNSUN SMALL CAP FUND CLASS N) | 10.38% | 22.03% | 9.04% | 6.16% | 9.05% | 8.90% | 8.52% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSFX (AMG SOUTHERNSUN SMALL CAP FUND CLASS N) | 12/15/2004 | 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 (%) | -0.67 | 22.03 | 9.04 | 6.16 | 9.05 | 8.90 | 8.52 | … | … | 10.38 | 2.06 | 3.46 | 12.52 | -1.86 | 21.87 | 14.08 | 35.43 | -24.33 | 18.03 | 18.90 | -16.06 | -4.14 | 41.68 | 18.97 | 5.76 | 48.35 | 32.21 | -34.19 | 1.17 | 9.42 | -0.28 | 1.29 |
| Sharpe Ratio | NA | 0.95 | 0.29 | 0.17 | 0.33 | NA | NA | … | … | 1.13 | -0.03 | -0.01 | 0.45 | -0.14 | 1.10 | 0.33 | 1.80 | -1.40 | 1.43 | 1.00 | -0.86 | -0.28 | 3.04 | 1.09 | 0.18 | 1.84 | 0.78 | -0.74 | -0.11 | 0.39 | -0.17 | 4.11 |
| Standard Deviation(%) | NA | 20.08 | 21.27 | 21.41 | 22.91 | NA | NA | … | … | 21.50 | 24.86 | 18.84 | 19.84 | 24.25 | 19.83 | 41.86 | 18.84 | 18.44 | 12.21 | 18.67 | 18.77 | 14.93 | 13.68 | 17.48 | 31.93 | 26.19 | 40.95 | 47.16 | 18.39 | 15.56 | 14.61 | 7.88 |
| Draw Down(%) | NA | 14.39 | 30.51 | 30.51 | 45.22 | NA | NA | … | … | 14.39 | 25.92 | 10.95 | 19.94 | 15.71 | 11.41 | 43.77 | 13.40 | 32.74 | 5.86 | 10.72 | 24.70 | 19.14 | 5.65 | 14.38 | 27.59 | 21.76 | 42.23 | 55.32 | 17.03 | 14.34 | 10.19 | 0.72 |
| Yield(%) | 0.00 | 5.31 | 9.88 | 8.68 | 8.00 | 8.59 | 9.08 | … | … | 0.00 | 5.07 | 12.84 | 13.75 | 8.43 | 12.75 | 0.26 | 6.75 | 3.41 | 0.00 | 0.00 | 9.50 | 14.03 | 7.26 | 4.45 | 6.18 | 0.00 | 0.00 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSFX (AMG SOUTHERNSUN SMALL CAP FUND CLASS N) |
-21.77%
Feb 2006 – Feb 2009 |
-5.61%
Mar 2015 – Mar 2020 |
4.46%
Oct 2013 – Oct 2023 |
4.57%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSFX (AMG SOUTHERNSUN SMALL CAP FUND CLASS N) |
47.59%
Feb 2009 – Feb 2012 |
37.28%
Feb 2009 – Feb 2014 |
17.08%
Feb 2009 – Feb 2019 |
15.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart