Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWETX (AMG GW&K SMALL CAP CORE FUND CLASS N) | 9.85% | 21.53% | 12.41% | 2.59% | 8.44% | 9.48% | 7.30% | … | … |
Data as of 06/10/2026, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWETX (AMG GW&K SMALL CAP CORE FUND CLASS N) | 12/30/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 21.53 | 12.41 | 2.59 | 8.44 | 9.48 | 7.30 | … | … | 9.85 | 7.20 | 13.60 | 8.03 | -17.20 | 10.54 | 14.87 | 30.66 | -14.08 | 20.32 | 17.44 | -3.02 | 1.53 | 42.26 | 14.45 | 1.47 | 29.81 | 32.27 | -38.48 | -10.38 | 11.70 | 7.59 | 11.70 | 31.49 | -27.55 | -22.25 | 2.12 | 28.03 | 17.68 | 0.80 |
| Sharpe Ratio | NA | 1.21 | 0.53 | 0.01 | 0.30 | NA | NA | … | … | 1.12 | 0.20 | 0.54 | 0.23 | -0.71 | 0.49 | 0.35 | 2.00 | -0.91 | 1.77 | 1.06 | -0.20 | 0.10 | 3.08 | 0.99 | 0.05 | 1.39 | 1.22 | -1.03 | -0.73 | 0.79 | 0.46 | 0.92 | 1.75 | -1.09 | -1.17 | -0.08 | 1.38 | 0.18 | NA |
| Standard Deviation(%) | NA | 17.43 | 19.53 | 21.25 | 22.24 | NA | NA | … | … | 18.70 | 21.61 | 18.58 | 19.24 | 26.18 | 21.28 | 41.65 | 14.63 | 17.02 | 11.14 | 16.26 | 15.43 | 14.86 | 13.69 | 14.68 | 29.57 | 21.32 | 26.37 | 38.08 | 18.48 | 10.59 | 11.56 | 11.61 | 17.56 | 26.24 | 21.46 | 27.81 | 17.92 | 76.85 | 0.00 |
| Draw Down(%) | NA | 10.15 | 24.48 | 37.01 | 41.37 | NA | NA | … | … | 10.15 | 22.96 | 8.94 | 20.57 | 24.59 | 20.16 | 41.37 | 7.16 | 26.25 | 5.54 | 13.30 | 12.42 | 11.66 | 4.77 | 10.50 | 24.50 | 16.83 | 24.58 | 49.22 | 19.22 | 6.90 | 6.68 | 8.18 | 14.91 | 40.00 | 35.32 | 24.70 | 12.43 | 29.47 | 0.00 |
| Yield(%) | 0.00 | 8.25 | 4.87 | 2.34 | 4.73 | 6.17 | 4.85 | … | … | 0.00 | 8.04 | 4.45 | 0.76 | 0.00 | 0.00 | 0.00 | 6.53 | 10.67 | 6.20 | 4.91 | 3.85 | 5.56 | 4.77 | 2.73 | 0.00 | 0.02 | 0.00 | 0.82 | 0.82 | 0.65 | 0.72 | 0.53 | 0.36 | 0.03 | 0.00 | 0.00 | 0.00 | 0.25 | 0.36 |
Data as of 06/10/2026, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWETX (AMG GW&K SMALL CAP CORE FUND CLASS N) |
-22.20%
Mar 2000 – Mar 2003 |
-9.09%
Feb 2004 – Feb 2009 |
-5.39%
Aug 2000 – Aug 2010 |
1.32%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWETX (AMG GW&K SMALL CAP CORE FUND CLASS N) |
29.67%
Feb 2009 – Feb 2012 |
26.79%
Feb 2009 – Feb 2014 |
16.35%
Feb 2009 – Feb 2019 |
12.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart