Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWGZX (AMG GW&K SMALL/MID CAP FUND CLASS Z) | 12.49% | 23.46% | 13.17% | 6.16% | 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 |
|---|---|---|
| GWGZX (AMG GW&K SMALL/MID CAP FUND CLASS Z) | 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 (%) | -2.08 | 23.46 | 13.17 | 6.16 | NA | NA | NA | … | … | 12.49 | 4.66 | 10.87 | 14.78 | -18.02 | 26.12 | 23.37 | 33.38 | -7.98 | 8.60 |
| Sharpe Ratio | NA | 1.44 | 0.61 | 0.20 | NA | NA | NA | … | … | 1.66 | 0.08 | 0.45 | 0.66 | -0.76 | 1.53 | 0.64 | 2.41 | -0.59 | 0.98 |
| Standard Deviation(%) | NA | 16.91 | 18.26 | 19.78 | NA | NA | NA | … | … | 18.92 | 21.13 | 16.23 | 17.06 | 25.81 | 17.03 | 36.22 | 13.25 | 16.01 | 9.72 |
| Draw Down(%) | NA | 9.88 | 25.85 | 27.14 | NA | NA | NA | … | … | 9.88 | 23.77 | 8.53 | 15.29 | 24.66 | 9.13 | 37.38 | 6.71 | 23.07 | 5.74 |
| Yield(%) | 0.00 | 3.29 | 1.76 | 2.72 | 3.09 | 2.06 | 1.55 | … | … | 0.00 | 3.16 | 1.09 | 0.27 | 3.36 | 6.61 | 0.22 | 2.57 | 2.29 | 1.59 |
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 |
|---|---|---|---|---|
| GWGZX (AMG GW&K SMALL/MID CAP FUND CLASS Z) |
0.84%
Oct 2021 – Oct 2024 |
5.32%
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 |
|---|---|---|---|---|
| GWGZX (AMG GW&K SMALL/MID CAP FUND CLASS Z) |
27.55%
Dec 2018 – Dec 2021 |
14.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart