Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) | -4.96% | -8.15% | 1.12% | -5.81% | -4.49% | 1.37% | 3.25% | 6.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) | 09/19/1994 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/19/1994.
AR inception is since 09/19/1994.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.73 | -8.15 | 1.12 | -5.81 | -4.49 | 1.37 | 3.25 | 6.56 | -4.96 | -0.07 | 22.32 | -15.36 | -41.37 | -1.68 | 15.49 | -18.57 | 11.51 | 24.12 | -10.46 | 9.55 | 44.62 | 16.37 | -6.52 | 23.02 | 66.18 | -44.48 | 12.72 | 20.87 | 1.30 | 18.87 | 41.42 | -16.71 | 12.66 | 26.47 | 11.45 | -5.16 | 25.73 | 16.16 | 20.23 | 1.81 |
| Sharpe Ratio | NA | -0.66 | -0.15 | -0.18 | -0.19 | NA | NA | 0.18 | -0.75 | -0.35 | 1.18 | -0.64 | -0.50 | -0.05 | 0.87 | -1.15 | 1.00 | 1.18 | -0.57 | 0.70 | 3.24 | 0.97 | -0.22 | 1.01 | 1.91 | -1.09 | 0.70 | 1.48 | -0.07 | 1.37 | 2.25 | -0.63 | 0.41 | 0.99 | 0.50 | -0.43 | 2.07 | 0.83 | 1.46 | 0.36 |
| Standard Deviation(%) | NA | 22.14 | 21.06 | 42.11 | 33.42 | NA | NA | 25.81 | 23.82 | 18.79 | 15.42 | 26.46 | 82.97 | 38.23 | 16.18 | 17.32 | 10.91 | 20.35 | 18.48 | 13.57 | 13.75 | 16.94 | 30.43 | 22.76 | 34.55 | 41.58 | 14.00 | 11.99 | 11.94 | 13.12 | 18.10 | 28.18 | 25.81 | 22.56 | 16.57 | 19.64 | 10.67 | 15.10 | 11.23 | 8.01 |
| Draw Down(%) | NA | 26.47 | 26.47 | 59.23 | 59.50 | NA | NA | 59.50 | 15.43 | 17.56 | 12.29 | 20.38 | 56.35 | 40.43 | 15.35 | 28.09 | 8.48 | 13.05 | 21.11 | 13.35 | 5.90 | 16.05 | 29.58 | 17.33 | 27.86 | 58.18 | 11.14 | 11.96 | 10.53 | 12.82 | 16.08 | 37.07 | 24.41 | 13.95 | 16.98 | 30.30 | 11.25 | 14.45 | 8.62 | 4.15 |
| Yield(%) | 0.00 | 0.32 | 0.46 | 0.24 | 2.92 | 5.77 | 6.67 | 12.68 | 0.00 | 0.33 | 0.17 | 0.82 | 0.11 | 0.07 | 7.80 | 6.50 | 6.81 | 5.46 | 5.31 | 17.44 | 12.51 | 3.45 | 0.82 | 0.59 | 0.31 | 0.00 | 7.99 | 7.51 | 3.77 | 3.50 | 0.47 | 0.00 | 0.00 | 21.56 | 1.12 | 0.28 | 21.28 | 0.23 | 0.55 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) |
-21.92%
Jun 2019 - Jun 2022 |
-14.43%
Dec 2017 - Dec 2022 |
-3.93%
Mar 2015 - Mar 2025 |
0.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTTX (AMG MANAGERS FAIRPOINTE MID CAP FUND CLASS N SHARES) |
35.98%
Feb 2009 - Feb 2012 |
31.67%
Feb 2009 - Feb 2014 |
17.22%
Feb 2009 - Feb 2019 |
13.08%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart