Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWGVX (AMG GW&K SMALL/MID CAP FUND CLASS N) | 12.38% | 23.18% | 12.90% | 5.90% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWGVX (AMG GW&K SMALL/MID CAP FUND CLASS N) | 02/27/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 23.18 | 12.90 | 5.90 | NA | NA | NA | … | … | 12.38 | 4.38 | 10.62 | 14.51 | -18.23 | 25.73 | 23.10 | 30.64 | -8.25 | 8.43 |
| Sharpe Ratio | NA | 1.42 | 0.59 | 0.18 | NA | NA | NA | … | … | 1.64 | 0.07 | 0.43 | 0.64 | -0.76 | 1.51 | 0.63 | 2.20 | -0.60 | 0.96 |
| Standard Deviation(%) | NA | 16.95 | 18.28 | 19.80 | NA | NA | NA | … | … | 18.94 | 21.14 | 16.25 | 17.14 | 25.83 | 17.04 | 36.25 | 13.28 | 16.10 | 9.73 |
| Draw Down(%) | NA | 9.91 | 25.90 | 27.31 | NA | NA | NA | … | … | 9.91 | 23.82 | 8.52 | 15.43 | 24.79 | 9.16 | 37.44 | 6.72 | 23.13 | 5.74 |
| Yield(%) | 0.00 | 3.10 | 1.55 | 2.57 | 2.66 | 1.77 | 1.33 | … | … | 0.00 | 2.97 | 0.95 | 0.00 | 3.15 | 6.63 | 0.00 | 0.21 | 2.12 | 1.43 |
Data as of 06/10/2026, Common starting date is 02/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGVX (AMG GW&K SMALL/MID CAP FUND CLASS N) |
0.20%
Mar 2017 – Mar 2020 |
5.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWGVX (AMG GW&K SMALL/MID CAP FUND CLASS N) |
26.45%
Dec 2018 – Dec 2021 |
14.09%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart