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AMG River Road Mid Cap Value Z (ABIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.22+0.06 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.21%
5-year average return9.73%
Number of years up4
Number of years down2
Best 1-yr total return (1 Jul 2024)32.46%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.46%
Worst 3-yr total return-0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABIZXCategory
YTD2.54%21.28%
1-month-0.67%-1.96%
3-month-5.40%4.90%
1-year14.08%55.83%
3-year8.65%11.08%
5-year9.87%11.93%
10-year6.47%10.64%
Last bull market26.46%25.54%
Last bear market-14.06%-22.08%

Annual total return (%) history

Year
ABIZXCategory
2024
N/AN/A
2023
23.12%N/A
2022
-8.06%N/A
2021
32.46%N/A
2020
4.22%2.63%
2019
15.85%25.18%
2018
-18.31%-12.86%
2017
N/A13.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.39%-5.40%N/AN/A
20234.46%5.94%-0.41%11.71%
2022-3.61%-14.06%-2.64%14.01%
202112.27%6.78%-0.66%11.23%
2020-30.37%18.12%5.38%20.24%
201914.99%0.82%-5.40%5.63%
2018-4.43%0.84%1.42%-16.42%
20175.39%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month6
3-month84
1-year30
3-year7
5-year40

Load adjusted returns

1-year14.08%
3-year8.65%
5-year9.87%
10-year6.47%