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AMG Funds IV - AMG GW&K Small Cap Value Fund II (ACRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.04+0.10 (+0.72%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.67%
5-year average return7.39%
Number of years up7
Number of years down2
Best 1-yr total return (3 Feb 2019)36.77%
Worst 1-yr total return (3 Feb 2019)-16.91%
Best 3-yr total return36.77%
Worst 3-yr total return2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACRTXCategory
YTD19.39%20.19%
1-month2.56%0.02%
3-month-0.78%4.36%
1-year46.92%60.18%
3-year7.61%11.32%
5-year9.77%13.88%
10-year0.00%11.19%
Last bull market10.09%27.98%
Last bear market0.00%-24.08%

Annual total return (%) history

Year
ACRTXCategory
2021
N/AN/A
2020
4.45%10.99%
2019
23.18%23.75%
2018
-16.91%-12.72%
2017
10.54%12.28%
2016
28.96%20.78%
2015
-3.03%-5.38%
2014
4.52%3.79%
2013
36.77%37.39%
2012
13.79%15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202114.38%N/AN/AN/A
2020-32.79%18.61%1.37%29.25%
201911.23%4.00%-0.32%6.82%
2018-5.48%4.82%2.30%-18.02%
2017-0.33%1.61%5.42%3.53%
20161.77%3.41%9.30%12.10%
20154.35%-0.76%-8.15%1.95%
20140.61%2.75%-8.16%10.09%
201312.47%1.82%9.49%9.09%
20129.79%-2.46%2.71%3.45%

Rank in category (by total return)

YTD51
1-month11
3-month30
1-year57
3-year85
5-year87

Load adjusted returns

1-year51.08%
3-year7.49%
5-year10.11%
10-yearN/A