GWMIX vs. SSSFX
Compare and contrast key facts about AMG GW&K Municipal Bond Fund (GWMIX) and SouthernSun Small Cap (SSSFX).
GWMIX is managed by AMG. It was launched on Jun 29, 2009. SSSFX is managed by AMG. It was launched on Oct 1, 2003.
Performance
GWMIX vs. SSSFX - Performance Comparison
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GWMIX vs. SSSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWMIX AMG GW&K Municipal Bond Fund | -0.90% | 5.52% | 0.04% | 6.04% | -7.45% | 4.19% | 4.70% | 7.91% | 0.87% | 4.80% |
SSSFX SouthernSun Small Cap | 4.75% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
Returns By Period
In the year-to-date period, GWMIX achieves a -0.90% return, which is significantly lower than SSSFX's 4.75% return. Over the past 10 years, GWMIX has underperformed SSSFX with an annualized return of 2.23%, while SSSFX has yielded a comparatively higher 8.81% annualized return.
GWMIX
- 1D
- 0.26%
- 1M
- -3.14%
- YTD
- -0.90%
- 6M
- 1.14%
- 1Y
- 4.50%
- 3Y*
- 2.56%
- 5Y*
- 1.51%
- 10Y*
- 2.23%
SSSFX
- 1D
- 2.34%
- 1M
- -7.72%
- YTD
- 4.75%
- 6M
- 1.22%
- 1Y
- 23.04%
- 3Y*
- 7.11%
- 5Y*
- 5.05%
- 10Y*
- 8.81%
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GWMIX vs. SSSFX - Expense Ratio Comparison
GWMIX has a 0.39% expense ratio, which is lower than SSSFX's 1.30% expense ratio.
Return for Risk
GWMIX vs. SSSFX — Risk / Return Rank
GWMIX
SSSFX
GWMIX vs. SSSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Municipal Bond Fund (GWMIX) and SouthernSun Small Cap (SSSFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GWMIX | SSSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.98 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.54 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.67 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.32 | 4.64 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWMIX | SSSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.98 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.23 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.38 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.38 | +0.60 |
Correlation
The correlation between GWMIX and SSSFX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
GWMIX vs. SSSFX - Dividend Comparison
GWMIX's dividend yield for the trailing twelve months is around 2.71%, less than SSSFX's 4.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWMIX AMG GW&K Municipal Bond Fund | 2.71% | 2.86% | 2.60% | 2.11% | 1.89% | 5.75% | 1.82% | 2.19% | 1.88% | 1.64% | 3.38% | 3.01% |
SSSFX SouthernSun Small Cap | 4.81% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
Drawdowns
GWMIX vs. SSSFX - Drawdown Comparison
The maximum GWMIX drawdown since its inception was -12.27%, smaller than the maximum SSSFX drawdown of -65.85%. Use the drawdown chart below to compare losses from any high point for GWMIX and SSSFX.
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Drawdown Indicators
| GWMIX | SSSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.27% | -65.85% | +53.58% |
Max Drawdown (1Y)Largest decline over 1 year | -4.41% | -14.39% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -12.27% | -32.76% | +20.49% |
Max Drawdown (10Y)Largest decline over 10 years | -12.27% | -45.20% | +32.93% |
Current DrawdownCurrent decline from peak | -3.46% | -11.52% | +8.06% |
Average DrawdownAverage peak-to-trough decline | -1.97% | -10.93% | +8.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 5.17% | -3.87% |
Volatility
GWMIX vs. SSSFX - Volatility Comparison
The current volatility for AMG GW&K Municipal Bond Fund (GWMIX) is 1.38%, while SouthernSun Small Cap (SSSFX) has a volatility of 6.94%. This indicates that GWMIX experiences smaller price fluctuations and is considered to be less risky than SSSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWMIX | SSSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 6.94% | -5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.87% | 14.62% | -12.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 24.76% | -20.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.09% | 22.44% | -18.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.98% | 23.26% | -19.28% |