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
MESHX (Amg Funds – Gw&K Mun Enhanced Sma Shs Fund) 2.59% 9.20% 4.70% NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/28/2023
More Performance Analytics Comparison
Name Start Date End Date
MESHX (Amg Funds – Gw&K Mun Enhanced Sma Shs Fund) 02/28/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.00 9.20 4.70 NA NA NA NA 2.59 2.84 3.14 8.81
Sharpe Ratio NA 1.71 0.26 NA NA NA NA 0.90 -0.01 -0.11 1.12
Standard Deviation(%) NA 3.71 5.68 NA NA NA NA 4.07 6.96 4.20 6.14
Draw Down(%) NA 3.02 8.51 NA NA NA NA 3.02 7.05 3.01 8.51
Yield(%) 0.00 4.91 4.67 3.06 1.53 1.02 0.76 1.96 4.61 4.80 3.49
Data as of 06/10/2026, Common starting date is 02/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MESHX (Amg Funds – Gw&K Mun Enhanced Sma Shs Fund) 3.90%
Mar 2023 – Mar 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MESHX (Amg Funds – Gw&K Mun Enhanced Sma Shs Fund) 4.91%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return