Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRGX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS R SHARES) | NA | 12.57% | 10.34% | 7.59% | 9.14% | 6.97% | NA | … | … |
Data as of 12/16/2019, Common starting date is 01/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRGX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS R SHARES) | 01/17/2003 | 12/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.57 | 10.34 | 7.59 | 9.14 | 6.97 | NA | … | … | 13.16 | -2.08 | 23.17 | -2.91 | 5.50 | 7.04 | 27.02 | 12.39 | 2.90 | 7.99 | 29.48 | -35.08 | 20.78 | 7.86 | 5.10 | 3.87 | 15.36 |
| Sharpe Ratio | NA | 0.83 | 0.78 | 0.53 | 0.64 | NA | NA | … | … | 1.43 | -0.20 | 3.30 | -0.25 | 0.36 | 0.62 | 2.42 | 1.10 | 0.14 | 0.51 | 1.27 | -0.97 | 1.19 | 0.43 | 0.28 | 0.27 | 1.10 |
| Standard Deviation(%) | NA | 10.69 | 11.79 | 12.80 | 13.56 | NA | NA | … | … | 8.58 | 17.26 | 6.86 | 12.69 | 15.35 | 11.26 | 11.14 | 11.34 | 20.13 | 15.56 | 23.09 | 37.02 | 14.92 | 10.39 | 10.14 | 10.72 | 14.11 |
| Draw Down(%) | NA | 8.64 | 18.55 | 18.55 | 18.55 | NA | NA | … | … | 4.34 | 18.55 | 2.52 | 9.45 | 11.62 | 7.09 | 6.14 | 7.53 | 15.04 | 14.35 | 20.02 | 42.36 | 7.46 | 7.22 | 6.09 | 9.39 | 8.01 |
| Yield(%) | 0.00 | 20.68 | 13.40 | 13.49 | 11.58 | 8.88 | 7.93 | … | … | 0.00 | 20.25 | 11.24 | 10.02 | 27.16 | 18.13 | 8.51 | 8.13 | 8.08 | 0.58 | 0.46 | 0.00 | 16.11 | 0.73 | 0.00 | 0.10 | 0.08 |
Data as of 12/16/2019, Common starting date is 01/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRGX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS R SHARES) |
-9.88%
Feb 2006 – Feb 2009 |
-4.64%
Feb 2004 – Feb 2009 |
5.42%
Oct 2007 – Oct 2017 |
6.32%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRGX (AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS R SHARES) |
20.53%
Feb 2009 – Feb 2012 |
18.67%
Feb 2009 – Feb 2014 |
13.11%
Feb 2009 – Feb 2019 |
8.09%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart