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SKSEX: AMG MANAGERS SKYLINE SPECIAL EQUITIES FUND CLASS N (MUTUAL FUND)
Basic Info 34.04 0.6(1.73%) June 05
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/29/1988 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.43% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 17.2 | 33.8 | 15.7 | 7.3 | 9.2 | 10.2 | 8.3 | 10.7 | 2.9 | 10.6 | 17.5 | -15.4 | 33.2 | 3.3 | 28.7 | -19.0 | 8.4 | 21.3 | -6.1 | 4.0 | 51.6 | 19.3 | -2.0 | 26.1 | 52.8 | -40.2 | -10.0 | 18.8 | 10.9 | 16.6 | 41.0 | -6.8 | 13.9 | 24.2 | -13.3 | -7.2 | 35.6 | 30.4 | 8.0 | -8.3 | 15.3 | 40.8 | 39.8 | -9.1 | 20.3 | 1.2 |
| Sharpe Ratio | NA | 2.25 | 1.79 | 0.62 | 0.23 | 0.31 | NA | NA | 0.43 | 0.0 | 0.35 | 0.69 | -0.7 | 1.49 | 0.06 | 1.54 | -1.16 | 0.61 | 1.12 | -0.38 | 0.27 | 3.65 | 1.12 | -0.06 | 1.12 | 1.52 | -0.95 | -0.71 | 1.12 | 0.7 | 1.24 | 2.65 | -0.36 | 0.59 | 1.14 | -1.51 | -0.66 | 3.24 | 3.07 | 0.45 | -1.0 | 1.29 | 4.05 | 2.85 | -1.13 | 1.65 | NA |
| Draw Down(%) | NA | 9.2 | 9.2 | 26.4 | 26.4 | 49.5 | NA | NA | 65.3 | 22.7 | 9.6 | 16.4 | 23.2 | 9.9 | 49.4 | 12.7 | 27.9 | 6.0 | 12.5 | 13.9 | 11.4 | 6.1 | 14.9 | 28.6 | 20.1 | 33.3 | 55.0 | 20.2 | 13.5 | 7.5 | 11.3 | 13.9 | 32.6 | 21.8 | 10.9 | 20.5 | 34.9 | 8.5 | 8.6 | 9.6 | 15.5 | 5.7 | 6.3 | 7.9 | 28.4 | 9.7 | 0.0 |
| Standard Deviation(%) | NA | 18.8 | 17.4 | 19.9 | 21.0 | 24.3 | NA | NA | 20.2 | 20.9 | 19.7 | 20.2 | 24.1 | 22.3 | 49.7 | 17.7 | 17.5 | 12.8 | 18.9 | 16.0 | 15.1 | 14.1 | 17.4 | 32.7 | 23.3 | 34.7 | 43.2 | 18.5 | 13.8 | 12.3 | 12.6 | 15.2 | 21.8 | 19.8 | 17.5 | 11.1 | 16.0 | 9.8 | 8.6 | 8.8 | 11.3 | 10.2 | 9.4 | 12.5 | 12.8 | 8.7 | 0.0 |
| Treynor Ratio | NA | 0.38 | 0.29 | 0.12 | 0.05 | 0.07 | NA | NA | 0.09 | 0.0 | 0.06 | 0.13 | -0.18 | 0.3 | 0.03 | 0.23 | -0.19 | 0.07 | 0.19 | -0.06 | 0.04 | 0.5 | 0.18 | -0.02 | 0.27 | 0.61 | -0.45 | -0.14 | 0.16 | 0.1 | 0.19 | 0.45 | -0.09 | 0.13 | 0.26 | -0.24 | -0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.04 | 0.02 | -0.01 | 0.0 | -0.01 | NA | NA | 0.02 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | -0.01 | 0.01 | -0.03 | -0.02 | -0.02 | 0.0 | -0.03 | 0.04 | 0.0 | 0.01 | 0.01 | 0.08 | -0.07 | -0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.07 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.12 | 1.07 | 1.06 | 1.03 | 1.08 | NA | NA | 0.97 | 0.98 | 1.17 | 1.05 | 0.96 | 1.1 | 1.1 | 1.18 | 1.08 | 1.13 | 1.09 | 1.01 | 1.07 | 1.02 | 1.08 | 1.05 | 0.96 | 0.86 | 0.91 | 0.95 | 0.94 | 0.83 | 0.83 | 0.89 | 0.85 | 0.87 | 0.77 | 0.7 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.86 | 0.92 | 0.93 | 0.94 | NA | NA | 0.86 | 0.93 | 0.94 | 0.94 | 0.97 | 0.94 | 0.97 | 0.92 | 0.92 | 0.88 | 0.91 | 0.92 | 0.9 | 0.92 | 0.94 | 0.98 | 0.97 | 0.95 | 0.96 | 0.95 | 0.9 | 0.93 | 0.91 | 0.91 | 0.93 | 0.9 | 0.7 | 0.59 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 8.8 | 1.8 | 1.4 | 16.4 | 30.9 | 8.4 | 10.5 | 6.8 | 0.0 | 4.5 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 14.9 | 16.4 | 22.7 | 13.3 | 7.5 | 0.6 | 0.0 | 0.0 | 6.2 | 1.5 | 16.0 | 21.6 | 0.6 | 4.2 | 11.7 | 5.6 | 16.7 | 0.9 | 9.1 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -11.8 | 482.4 | 3.7 | -89.9 | -62.6 | 338.1 | -43.2 | 56.2 | 29580.0 | -99.4 | 19.9 | 13363.6 | N/A | N/A | N/A | N/A | -100.0 | -98.9 | -7.9 | -34.4 | 74.0 | 130.3 | 1162.2 | N/A | N/A | -100.0 | 285.3 | -88.9 | -19.9 | 3510.0 | -86.5 | -62.6 | 178.9 | -58.7 | 1620.0 | -89.4 | 1780.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/1988
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