Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWMIX (AMG GW&K MUNICIPAL BOND FUND CLASS I) | 1.10% | 7.42% | 3.62% | 0.67% | 1.58% | 2.76% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWMIX (AMG GW&K MUNICIPAL BOND FUND CLASS I) | 07/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 7.42 | 3.62 | 0.67 | 1.58 | 2.76 | NA | … | … | 1.10 | 5.53 | 0.04 | 6.05 | -7.60 | -0.36 | 4.43 | 7.59 | 0.87 | 4.91 | -2.74 | 4.10 | 7.82 | -1.98 | 5.73 | 12.85 | 4.23 | 5.14 |
| Sharpe Ratio | NA | 1.78 | 0.10 | -0.47 | 0.00 | NA | NA | … | … | 0.08 | 0.59 | -1.10 | 0.63 | -2.13 | -0.22 | 0.56 | 3.37 | -0.30 | 1.84 | -0.90 | 1.91 | 3.38 | -0.63 | 2.29 | 4.38 | 1.41 | 3.56 |
| Standard Deviation(%) | NA | 2.68 | 3.84 | 3.75 | 3.86 | NA | NA | … | … | 3.35 | 4.51 | 3.26 | 3.82 | 4.25 | 1.76 | 7.50 | 1.82 | 1.76 | 2.32 | 3.30 | 2.13 | 2.31 | 3.20 | 2.50 | 2.92 | 2.94 | 2.92 |
| Draw Down(%) | NA | 3.63 | 5.41 | 13.67 | 13.67 | NA | NA | … | … | 3.63 | 5.18 | 2.98 | 6.48 | 12.26 | 2.04 | 11.14 | 1.87 | 2.44 | 2.22 | 7.02 | 2.82 | 1.94 | 6.41 | 2.46 | 2.94 | 4.93 | 3.20 |
| Yield(%) | 0.00 | 3.11 | 2.72 | 2.08 | 1.90 | 2.38 | 2.30 | … | … | 1.27 | 2.93 | 2.53 | 2.19 | 1.57 | 1.32 | 1.60 | 2.00 | 1.86 | 1.80 | 1.22 | 3.19 | 2.44 | 2.35 | 2.93 | 3.52 | 4.13 | 2.04 |
Data as of 06/10/2026, Common starting date is 07/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMIX (AMG GW&K MUNICIPAL BOND FUND CLASS I) |
-3.07%
Oct 2020 – Oct 2023 |
-0.32%
Jul 2020 – Jul 2025 |
1.12%
Oct 2012 – Oct 2022 |
2.42%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMIX (AMG GW&K MUNICIPAL BOND FUND CLASS I) |
8.01%
Nov 2009 – Nov 2012 |
6.04%
Jan 2010 – Jan 2015 |
4.54%
Aug 2009 – Aug 2019 |
3.15%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart