Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) | 1.01% | 9.76% | 14.12% | 9.61% | 9.13% | 9.40% | 9.19% | … | … |
Data as of 06/10/2026, Common starting date is 09/19/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) | 09/19/1994 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 9.76 | 14.12 | 9.61 | 9.13 | 9.40 | 9.19 | … | … | 1.01 | 11.69 | 13.52 | 22.65 | -8.49 | 27.04 | 3.83 | 15.49 | -18.57 | 11.51 | 24.12 | -10.46 | 9.55 | 44.62 | 16.37 | -6.52 | 23.02 | 66.18 | -44.48 | 12.72 | 20.87 | 1.30 | 18.87 | 41.42 | -16.71 | 12.66 | 26.47 | 11.45 | -5.16 | 25.73 | 16.16 | 20.23 | 1.81 |
| Sharpe Ratio | NA | 0.58 | 0.77 | 0.40 | 0.37 | NA | NA | … | … | -0.07 | 0.49 | 0.73 | 1.24 | -0.41 | 1.60 | 0.09 | 0.87 | -1.16 | 1.00 | 1.17 | -0.57 | 0.70 | 3.24 | 0.97 | -0.22 | 1.01 | 1.91 | -1.09 | 0.69 | 1.46 | -0.08 | 1.36 | 2.25 | -0.63 | 0.40 | 0.99 | 0.49 | -0.44 | 2.06 | 0.82 | 1.45 | 0.34 |
| Standard Deviation(%) | NA | 14.01 | 15.11 | 17.62 | 20.04 | NA | NA | … | … | 13.85 | 17.89 | 13.53 | 15.44 | 24.53 | 16.89 | 37.76 | 16.18 | 17.32 | 10.91 | 20.35 | 18.48 | 13.57 | 13.75 | 16.94 | 30.43 | 22.76 | 34.55 | 41.58 | 14.00 | 11.99 | 11.94 | 13.12 | 18.10 | 28.18 | 25.81 | 22.56 | 16.57 | 19.64 | 10.67 | 15.10 | 11.23 | 8.01 |
| Draw Down(%) | NA | 9.38 | 16.48 | 20.38 | 46.26 | NA | NA | … | … | 9.38 | 15.43 | 7.45 | 12.29 | 20.38 | 8.31 | 40.43 | 15.35 | 28.09 | 8.48 | 13.05 | 21.11 | 13.35 | 5.90 | 16.05 | 29.58 | 17.33 | 27.86 | 58.18 | 11.14 | 11.96 | 10.53 | 12.82 | 16.08 | 37.07 | 24.41 | 13.95 | 16.98 | 30.30 | 11.25 | 14.45 | 8.62 | 4.15 |
| Yield(%) | 0.00 | 13.16 | 10.87 | 8.51 | 11.28 | 11.64 | 12.26 | … | … | 0.00 | 13.61 | 14.37 | 0.49 | 7.82 | 62.17 | 5.54 | 7.80 | 6.50 | 6.81 | 5.46 | 5.31 | 17.44 | 12.51 | 3.45 | 0.82 | 0.59 | 0.31 | 0.00 | 7.99 | 7.51 | 3.77 | 3.50 | 0.47 | 0.00 | 0.00 | 21.56 | 1.12 | 0.28 | 21.28 | 0.23 | 0.55 | 0.50 |
Data as of 06/10/2026, Common starting date is 09/19/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) |
-15.35%
Feb 2006 – Feb 2009 |
-6.66%
Feb 2004 – Feb 2009 |
4.70%
Feb 1999 – Feb 2009 |
5.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) |
35.98%
Feb 2009 – Feb 2012 |
31.67%
Feb 2009 – Feb 2014 |
17.22%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
