Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYWSX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS I) | NA | -201,381.71% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 03/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYWSX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS I) | 03/24/2015 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -238,239.53 | -201,381.71 | nan | nan | NA | NA | NA | … | … | -239,408.03 | -7.15 | -14.22 | -15.50 | 25.34 | 28.50 | -18.99 | 42.57 | 6.73 | -9.68 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.67 | -0.50 | -0.83 | 0.86 | 1.71 | -1.05 | 4.41 | 0.36 | -0.71 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 17.16 | 31.46 | 18.69 | 29.20 | 15.86 | 19.45 | 9.56 | 18.29 | 17.30 |
| Draw Down(%) | NA | 201,055.48 | 146,157.13 | 146,157.13 | NA | NA | NA | … | … | 238,239.53 | 20.69 | 33.78 | 27.50 | 31.76 | 13.58 | 29.06 | 4.23 | 13.70 | 22.16 |
| Yield(%) | 100.04 | 84.55 | 20.70 | 19.83 | 12.22 | 8.15 | 6.11 | … | … | 100.53 | 1.51 | 0.00 | 0.99 | 0.00 | 3.80 | 3.84 | 7.55 | 0.78 | 0.18 |
Data as of 02/12/2024, Common starting date is 03/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYWSX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS I) |
-12.37%
Dec 2020 – Dec 2023 |
-4.51%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYWSX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS I) |
14.96%
Apr 2016 – Apr 2019 |
17.30%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart