Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWGIX (AMG GW&K SMALL/MID CAP FUND CLASS I) | 12.47% | 23.39% | 13.11% | 6.10% | 10.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWGIX (AMG GW&K SMALL/MID CAP FUND CLASS I) | 10/07/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 23.39 | 13.11 | 6.10 | 10.96 | NA | NA | … | … | 12.47 | 4.56 | 10.85 | 14.76 | -18.09 | 26.01 | 23.31 | 30.85 | -8.15 | 15.43 | 9.68 | -0.45 |
| Sharpe Ratio | NA | 1.44 | 0.60 | 0.20 | 0.46 | NA | NA | … | … | 1.67 | 0.08 | 0.44 | 0.65 | -0.76 | 1.52 | 0.63 | 2.21 | -0.60 | 1.47 | 0.53 | -0.11 |
| Standard Deviation(%) | NA | 16.90 | 18.27 | 19.78 | 20.26 | NA | NA | … | … | 18.88 | 21.14 | 16.26 | 17.12 | 25.75 | 17.07 | 36.30 | 13.31 | 16.06 | 10.08 | 17.95 | 18.11 |
| Draw Down(%) | NA | 9.90 | 25.84 | 27.18 | 37.41 | NA | NA | … | … | 9.90 | 23.80 | 8.49 | 15.37 | 24.70 | 9.14 | 37.41 | 6.71 | 23.11 | 5.65 | 16.00 | 7.11 |
| Yield(%) | 0.00 | 3.24 | 1.71 | 2.69 | 3.22 | 2.19 | 1.64 | … | … | 0.00 | 3.11 | 1.05 | 0.22 | 3.32 | 6.62 | 0.15 | 0.32 | 2.21 | 1.66 | 0.06 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGIX (AMG GW&K SMALL/MID CAP FUND CLASS I) |
0.33%
Mar 2017 – Mar 2020 |
5.27%
Mar 2021 – Mar 2026 |
9.58%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGIX (AMG GW&K SMALL/MID CAP FUND CLASS I) |
26.69%
Dec 2018 – Dec 2021 |
18.25%
Oct 2016 – Oct 2021 |
11.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart