Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWMZX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS Z) | 2.42% | 8.89% | 4.37% | -0.32% | 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 |
|---|---|---|
| GWMZX (AMG GW&K MUNICIPAL ENHANCED YIELD 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 (%) | -0.11 | 8.89 | 4.37 | -0.32 | NA | NA | NA | … | … | 2.42 | 2.56 | 2.68 | 10.97 | -17.79 | 4.01 | 6.36 | 11.47 | -0.08 | 6.82 |
| Sharpe Ratio | NA | 1.60 | 0.20 | -0.43 | NA | NA | NA | … | … | 0.81 | -0.04 | -0.21 | 1.16 | -2.42 | 1.59 | 0.55 | 4.06 | -0.65 | 2.91 |
| Standard Deviation(%) | NA | 3.89 | 6.05 | 6.19 | NA | NA | NA | … | … | 4.34 | 7.42 | 4.55 | 6.38 | 7.98 | 2.50 | 11.09 | 2.46 | 2.24 | 2.54 |
| Draw Down(%) | NA | 3.51 | 9.03 | 24.64 | NA | NA | NA | … | … | 3.51 | 7.90 | 3.34 | 9.03 | 23.95 | 3.59 | 16.92 | 2.13 | 2.69 | 1.19 |
| Yield(%) | 0.00 | 3.96 | 3.62 | 3.01 | 3.31 | 2.21 | 1.66 | … | … | 1.59 | 3.67 | 3.42 | 3.38 | 2.71 | 3.68 | 3.75 | 3.82 | 5.59 | 1.32 |
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 |
|---|---|---|---|---|
| GWMZX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS Z) |
-5.15%
Oct 2019 – Oct 2022 |
-0.73%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMZX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS Z) |
7.75%
Oct 2022 – Oct 2025 |
3.53%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart