Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) 2.42% 8.44% 4.03% -0.90% 1.20% 3.39% NA
Data as of 06/05/2026, Common starting date is 08/07/2009
More Performance Analytics Comparison
Name Start Date End Date
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) 08/07/2009 06/05/2026
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 (%) 0.22 8.44 4.03 -0.90 1.20 3.39 NA 2.42 2.25 2.17 10.57 -18.46 2.21 4.74 10.92 -0.54 9.50 -4.84 3.85 17.13 -8.34 13.80 13.49 3.99 7.31
Sharpe Ratio NA 1.44 0.13 -0.55 -0.07 NA NA 0.71 -0.09 -0.33 1.10 -2.53 0.76 0.40 3.88 -0.88 3.64 -0.85 1.75 8.18 -1.75 5.85 3.93 0.94 5.32
Standard Deviation(%) NA 4.01 6.04 6.19 6.07 NA NA 4.52 7.42 4.43 6.37 7.89 2.89 11.06 2.44 2.19 2.44 5.91 2.18 2.09 4.79 2.37 3.43 4.15 3.61
Draw Down(%) NA 3.64 9.21 26.04 26.04 NA NA 3.64 7.90 3.28 9.21 24.23 3.61 16.93 2.07 2.88 1.19 12.56 3.58 1.30 13.41 2.15 3.98 8.48 3.69
Yield(%) 0.00 3.47 3.13 2.27 2.38 3.48 3.20 1.40 3.23 2.90 2.89 1.90 1.74 2.06 3.29 2.73 2.79 2.08 4.55 3.77 4.17 6.30 4.48 4.29 1.29
Data as of 06/05/2026, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) -6.35%
Oct 2019 – Oct 2022
-1.70%
Jul 2020 – Jul 2025
0.54%
Oct 2012 – Oct 2022
2.65%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWMNX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS N) 11.35%
Nov 2009 – Nov 2012
8.38%
Mar 2011 – Mar 2016
6.01%
Jan 2011 – Jan 2021
3.81%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return