Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYWVX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS N) | NA | -709,681.43% | 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 |
|---|---|---|
| TYWVX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS N) | 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 (%) | -841,766.67 | -709,681.43 | nan | nan | NA | NA | NA | … | … | -845,954.06 | -7.42 | -14.45 | -15.70 | 25.00 | 51.70 | -19.24 | 42.12 | 6.44 | -9.76 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.69 | -0.51 | -0.84 | 0.84 | 2.35 | -1.06 | 4.39 | 0.34 | -0.72 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 17.18 | 31.42 | 18.65 | 29.20 | 21.43 | 19.50 | 9.50 | 18.26 | 17.31 |
| Draw Down(%) | NA | 709,681.43 | 512,130.67 | 512,130.67 | NA | NA | NA | … | … | 841,766.67 | 20.83 | 33.86 | 27.66 | 31.77 | 13.66 | 29.17 | 4.24 | 13.69 | 22.25 |
| Yield(%) | 100.01 | 84.31 | 20.53 | 22.89 | 13.78 | 9.19 | 6.89 | … | … | 100.51 | 1.27 | 0.00 | 0.99 | 0.00 | 21.82 | 3.81 | 7.66 | 0.49 | 0.00 |
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 |
|---|---|---|---|---|
| TYWVX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS N) |
-12.60%
Dec 2020 – Dec 2023 |
-1.52%
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 |
|---|---|---|---|---|
| TYWVX (AMG TRILOGY EMERGING WEALTH EQUITY FUND CLASS N) |
21.23%
Apr 2016 – Apr 2019 |
21.01%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart