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ARIMX: AMG RIVER ROAD SELECT VALUE FUND CLASS I SHARES (MUTUAL FUND)
Basic Info 10.05 0.05(0.50%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 07/03/2007 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 5.06% |
| Expenses | 0.98% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 1.1 | 8.0 | 11.0 | 3.0 | 9.0 | 9.2 | 6.9 | 4.2 | 12.8 | 14.7 | -12.3 | 16.8 | 2.0 | 32.6 | -6.2 | 15.8 | 27.5 | -2.7 | -0.2 | 27.9 | 15.8 | 0.5 | 22.4 | 19.9 | -27.3 | -11.8 |
| Sharpe Ratio | NA | -0.27 | 0.23 | 0.5 | 0.02 | 0.36 | NA | 0.28 | 0.08 | 0.6 | 0.71 | -0.58 | 0.95 | 0.04 | 2.39 | -0.51 | 1.47 | 1.73 | -0.19 | -0.01 | 2.42 | 1.22 | 0.02 | 1.3 | 0.73 | -0.75 | -1.24 |
| Draw Down(%) | NA | 8.1 | 8.1 | 19.3 | 22.5 | 43.0 | NA | 51.6 | 16.7 | 8.4 | 13.4 | 18.8 | 11.3 | 42.9 | 7.7 | 21.2 | 6.3 | 9.0 | 13.3 | 12.0 | 5.1 | 7.4 | 22.3 | 15.0 | 25.6 | 44.9 | 14.0 |
| Standard Deviation(%) | NA | 13.2 | 13.5 | 15.7 | 17.9 | 19.8 | NA | 20.6 | 17.5 | 15.4 | 15.7 | 23.9 | 17.6 | 39.5 | 13.0 | 14.9 | 10.3 | 15.8 | 14.7 | 12.6 | 11.5 | 13.1 | 25.6 | 17.2 | 27.2 | 37.4 | 20.2 |
| Treynor Ratio | NA | -0.06 | 0.04 | 0.1 | 0.0 | 0.09 | NA | 0.07 | 0.02 | 0.11 | 0.14 | -0.17 | 0.22 | 0.02 | 0.39 | -0.09 | 0.18 | 0.31 | -0.03 | 0.0 | 0.35 | 0.21 | 0.01 | 0.32 | 0.26 | -0.34 | -0.29 |
| Alpha | NA | -0.08 | -0.05 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.06 | 0.03 | 0.01 | 0.01 | 0.04 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | -0.04 |
| Beta | NA | 0.58 | 0.7 | 0.76 | 0.79 | 0.84 | NA | 0.81 | 0.75 | 0.85 | 0.79 | 0.82 | 0.77 | 0.96 | 0.81 | 0.82 | 0.87 | 0.88 | 0.91 | 0.81 | 0.79 | 0.77 | 0.8 | 0.7 | 0.75 | 0.82 | 0.88 |
| RSquared | NA | 0.6 | 0.71 | 0.84 | 0.84 | 0.84 | NA | 0.89 | 0.88 | 0.87 | 0.88 | 0.89 | 0.67 | 0.95 | 0.83 | 0.88 | 0.73 | 0.87 | 0.9 | 0.84 | 0.87 | 0.91 | 0.96 | 0.94 | 0.95 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 9.5 | 4.4 | 0.0 | 0.0 | 0.0 | 2.5 | 7.2 | 15.4 | 10.0 | 14.9 | 15.8 | 18.1 | 8.4 | 20.9 | 2.0 | 0.2 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -45.8 | 138.8 | 9500.0 | N/A | -100.0 | -99.9 | -69.8 | -53.4 | 87.9 | -45.4 | -20.5 | -6.8 | 132.8 | -68.0 | 1140.4 | 876.5 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2007
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