Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSIX (AMG SOUTHERNSUN SMALL CAP FUND CLASS I) | 10.52% | 22.31% | 9.32% | 4.10% | 8.11% | 8.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSIX (AMG SOUTHERNSUN SMALL CAP FUND CLASS I) | 10/01/2009 | 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 (%) | -0.64 | 22.31 | 9.32 | 4.10 | 8.11 | 8.33 | NA | … | … | 10.52 | 2.57 | -7.89 | -0.76 | -9.59 | 9.36 | 14.11 | 35.83 | -24.15 | 18.34 | 19.11 | -15.86 | -3.93 | 41.87 | 19.03 | 6.09 | 48.84 | 10.42 |
| Sharpe Ratio | NA | 0.97 | 0.30 | 0.07 | 0.29 | NA | NA | … | … | 1.14 | -0.01 | -0.59 | -0.21 | -0.41 | 0.42 | 0.33 | 1.83 | -1.39 | 1.46 | 1.01 | -0.85 | -0.26 | 3.07 | 1.10 | 0.19 | 1.86 | 2.06 |
| Standard Deviation(%) | NA | 20.07 | 21.26 | 21.92 | 23.16 | NA | NA | … | … | 21.48 | 24.81 | 24.54 | 23.80 | 26.60 | 22.45 | 41.89 | 18.80 | 18.42 | 12.20 | 18.67 | 18.76 | 14.95 | 13.63 | 17.45 | 31.86 | 26.26 | 23.63 |
| Draw Down(%) | NA | 14.37 | 30.42 | 30.42 | 44.92 | NA | NA | … | … | 14.37 | 25.89 | 20.84 | 19.90 | 16.14 | 17.83 | 43.75 | 13.32 | 32.60 | 5.82 | 10.74 | 24.61 | 19.08 | 5.64 | 14.30 | 27.55 | 21.78 | 8.40 |
| Yield(%) | 0.00 | 5.08 | 9.58 | 6.48 | 6.32 | 7.54 | 9.81 | … | … | 0.00 | 4.85 | 12.39 | 13.35 | 8.23 | 0.29 | 0.06 | 6.95 | 3.36 | 0.00 | 0.29 | 9.83 | 14.01 | 7.19 | 4.41 | 6.16 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSIX (AMG SOUTHERNSUN SMALL CAP FUND CLASS I) |
-9.37%
Mar 2017 – Mar 2020 |
-5.37%
Mar 2015 – Mar 2020 |
3.53%
Oct 2013 – Oct 2023 |
7.50%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSIX (AMG SOUTHERNSUN SMALL CAP FUND CLASS I) |
28.94%
Jun 2010 – Jun 2013 |
22.80%
Nov 2009 – Nov 2014 |
12.46%
Nov 2009 – Nov 2019 |
11.81%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart