Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACWZX (Aamg Funds IV – Small/Mid Cap Growth Fund) | 11.95% | 31.07% | 16.31% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACWZX (Aamg Funds IV – Small/Mid Cap Growth Fund) | 08/31/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | 31.07 | 16.31 | NA | NA | NA | NA | … | … | 11.95 | 11.19 | 9.52 | 21.42 | -22.22 | 0.45 |
| Sharpe Ratio | NA | 1.55 | 0.67 | NA | NA | NA | NA | … | … | 1.33 | 0.37 | 0.35 | 1.04 | -0.80 | 0.07 |
| Standard Deviation(%) | NA | 18.35 | 19.34 | NA | NA | NA | NA | … | … | 20.74 | 22.73 | 16.61 | 17.17 | 29.55 | 17.92 |
| Draw Down(%) | NA | 10.04 | 26.59 | NA | NA | NA | NA | … | … | 10.04 | 25.18 | 8.99 | 13.24 | 29.13 | 10.56 |
| Yield(%) | 0.00 | 10.84 | 4.61 | 2.53 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 10.34 | 0.77 | 0.00 | 1.51 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWZX (Aamg Funds IV – Small/Mid Cap Growth Fund) |
-0.22%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACWZX (Aamg Funds IV – Small/Mid Cap Growth Fund) |
17.95%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart