Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWESX (AMG GW&K SMALL CAP CORE FUND CLASS S) | NA | 18.17% | 9.94% | 14.07% | NA | NA | NA | … | … |
Data as of 07/19/2017, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWESX (AMG GW&K SMALL CAP CORE FUND CLASS S) | 08/07/2009 | 07/19/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.17 | 9.94 | 14.07 | NA | NA | NA | … | … | 9.81 | 17.75 | -2.75 | 1.86 | 42.55 | 14.73 | 1.60 | 30.09 | 9.75 |
| Sharpe Ratio | NA | 1.49 | 0.64 | 0.96 | NA | NA | NA | … | … | 1.65 | 1.08 | -0.18 | 0.12 | 3.14 | 1.01 | 0.05 | 1.41 | 1.41 |
| Standard Deviation(%) | NA | 11.90 | 14.91 | 14.50 | NA | NA | NA | … | … | 11.08 | 16.23 | 15.41 | 14.84 | 13.54 | 14.67 | 29.54 | 21.35 | 18.56 |
| Draw Down(%) | NA | 8.36 | 20.78 | 20.78 | NA | NA | NA | … | … | 4.11 | 13.25 | 12.33 | 11.61 | 4.81 | 10.45 | 24.53 | 16.81 | 7.53 |
| Yield(%) | 0.00 | 4.58 | 4.79 | 5.46 | 4.35 | 2.90 | 2.18 | … | … | 0.00 | 5.14 | 3.95 | 5.64 | 4.78 | 2.75 | 0.00 | 0.20 | 0.68 |
Data as of 07/19/2017, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWESX (AMG GW&K SMALL CAP CORE FUND CLASS S) |
3.99%
Oct 2013 – Oct 2016 |
8.40%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWESX (AMG GW&K SMALL CAP CORE FUND CLASS S) |
23.46%
Aug 2010 – Aug 2013 |
18.78%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart