Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOBIX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS I SHARES) | NA | 6.35% | 3.23% | 4.39% | 7.80% | 5.22% | NA | … | … |
Data as of 11/12/2018, Common starting date is 03/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOBIX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS I SHARES) | 03/04/1999 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.35 | 3.23 | 4.39 | 7.80 | 5.22 | NA | … | … | 4.46 | 15.39 | -9.98 | 3.94 | 6.39 | 14.96 | 8.66 | 4.13 | 7.29 | 18.40 | -20.16 | 15.51 | 6.44 | 3.61 | 2.58 | 11.95 | -12.17 | -0.72 | -1.03 | 11.71 |
| Sharpe Ratio | NA | 0.73 | 0.30 | 0.48 | 0.77 | NA | NA | … | … | 0.50 | 3.36 | -0.86 | 0.44 | 0.96 | 2.11 | 1.36 | 0.35 | 0.79 | 1.31 | -0.95 | 1.37 | 0.46 | 0.21 | 0.23 | 1.26 | -0.95 | -0.25 | -0.41 | 0.84 |
| Standard Deviation(%) | NA | 7.41 | 8.67 | 8.26 | 9.80 | NA | NA | … | … | 7.77 | 4.41 | 11.83 | 8.88 | 6.67 | 7.07 | 6.40 | 11.56 | 9.11 | 14.01 | 22.16 | 9.16 | 6.82 | 6.83 | 7.06 | 8.91 | 13.94 | 12.27 | 12.29 | 12.96 |
| Draw Down(%) | NA | 6.44 | 13.19 | 13.19 | 13.21 | NA | NA | … | … | 6.44 | 1.91 | 13.19 | 6.56 | 3.62 | 5.07 | 4.31 | 8.33 | 8.33 | 13.21 | 28.91 | 4.28 | 4.74 | 4.45 | 6.19 | 5.58 | 18.99 | 15.55 | 9.32 | 7.70 |
| Yield(%) | 0.00 | 20.78 | 8.60 | 7.84 | 7.10 | 4.98 | 4.18 | … | … | 15.96 | 6.35 | 0.57 | 5.31 | 9.80 | 4.74 | 1.47 | 1.37 | 1.48 | 0.50 | 0.36 | 1.69 | 1.76 | 1.83 | 1.01 | 1.89 | 1.99 | 6.66 | 4.85 | 6.53 |
Data as of 11/12/2018, Common starting date is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOBIX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS I SHARES) |
-4.79%
Dec 1999 – Dec 2002 |
-1.40%
Feb 2004 – Feb 2009 |
1.08%
Apr 1999 – Apr 2009 |
3.55%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOBIX (AMG MANAGERS MONTAG & CALDWELL BALANCED FUND CLASS I SHARES) |
14.71%
Feb 2009 – Feb 2012 |
12.79%
Feb 2009 – Feb 2014 |
7.17%
Oct 2008 – Oct 2018 |
5.83%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart