Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGSEX (AMG MANAGERS SPECIAL EQUITY FUND CLASS N) | 42.57% | 75.24% | 27.58% | 6.69% | 13.23% | 11.95% | 9.55% | … | … |
Data as of 06/11/2026, Common starting date is 09/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGSEX (AMG MANAGERS SPECIAL EQUITY FUND CLASS N) | 09/27/1984 | 06/11/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.88 | 75.24 | 27.58 | 6.69 | 13.23 | 11.95 | 9.55 | … | … | 42.57 | 41.56 | 7.23 | -4.82 | -27.91 | 0.83 | 38.74 | 25.95 | -3.77 | 20.26 | 13.11 | -0.54 | 1.22 | 45.06 | 10.35 | 3.40 | 33.11 | 30.78 | -43.33 | -0.58 | 11.37 | 3.91 | 15.19 | 42.50 | -21.98 | -8.07 | -2.50 | 54.17 | 0.20 | 24.45 | 24.75 | 17.80 | -5.42 | 7.67 | 4.90 | 42.10 | -23.76 | 22.26 | 19.30 | -2.07 | -1.19 | 22.71 | -2.40 |
| Sharpe Ratio | NA | 2.59 | 1.08 | 0.16 | 0.49 | NA | NA | … | … | 3.02 | 1.83 | 0.21 | -0.55 | -1.41 | 0.04 | 1.00 | 1.42 | -0.25 | 1.58 | 0.70 | -0.03 | 0.07 | 2.93 | 0.58 | 0.10 | 1.40 | 1.01 | -1.09 | -0.21 | 0.54 | 0.12 | 0.94 | 2.40 | -0.98 | -0.43 | -0.20 | 3.06 | -0.16 | 1.60 | 1.81 | 1.03 | -0.90 | 0.47 | 0.15 | 2.65 | -1.47 | 1.00 | 1.18 | -0.20 | -0.23 | 1.14 | -1.77 |
| Standard Deviation(%) | NA | 26.38 | 21.25 | 20.33 | 22.10 | NA | NA | … | … | 34.18 | 21.18 | 16.85 | 15.67 | 20.93 | 20.90 | 38.46 | 17.20 | 20.98 | 12.45 | 18.43 | 18.13 | 17.63 | 15.37 | 17.75 | 32.78 | 23.64 | 30.25 | 40.54 | 17.99 | 14.87 | 13.62 | 15.17 | 17.44 | 23.53 | 24.86 | 33.88 | 16.62 | 20.50 | 12.91 | 11.57 | 13.36 | 9.46 | 11.59 | 16.11 | 14.35 | 19.77 | 16.26 | 12.11 | 31.41 | 23.82 | 15.12 | 8.76 |
| Draw Down(%) | NA | 14.34 | 19.30 | 43.13 | 45.32 | NA | NA | … | … | 14.34 | 18.13 | 10.36 | 21.21 | 34.68 | 15.62 | 38.41 | 11.33 | 28.81 | 6.03 | 17.27 | 15.33 | 14.66 | 5.90 | 13.63 | 28.59 | 17.56 | 25.62 | 54.92 | 13.85 | 15.20 | 11.47 | 13.71 | 15.50 | 36.16 | 29.94 | 30.54 | 13.04 | 37.89 | 10.50 | 12.74 | 8.01 | 10.70 | 9.26 | 11.50 | 10.24 | 27.82 | 11.21 | 3.73 | 29.30 | 20.90 | 7.33 | 4.63 |
| Yield(%) | 0.00 | 0.17 | 0.26 | 0.11 | 12.54 | 13.12 | 8.42 | … | … | 0.00 | 0.20 | 0.51 | 0.11 | 0.00 | 47.58 | 5.75 | 28.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.14 | 22.51 | 15.44 | 8.19 | 0.00 | 0.00 | 0.00 | 0.00 | 12.99 | 4.65 | 0.12 | 4.26 | 7.10 | 0.00 | 0.00 | 0.03 | 0.15 | 0.95 | 0.98 | 2.22 | 1.57 | 1.47 | 1.88 | 2.50 | 1.92 |
Data as of 06/11/2026, Common starting date is 09/27/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGSEX (AMG MANAGERS SPECIAL EQUITY FUND CLASS N) |
-20.88%
Feb 2006 – Feb 2009 |
-9.53%
Feb 2004 – Feb 2009 |
-2.18%
Feb 2000 – Feb 2010 |
3.43%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGSEX (AMG MANAGERS SPECIAL EQUITY FUND CLASS N) |
34.60%
Feb 1997 – Feb 2000 |
28.72%
Feb 2009 – Feb 2014 |
18.41%
Feb 2009 – Feb 2019 |
12.80%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart