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AMG River Road Small-Mid Cap Value Fund (ARIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.83+0.07 (+0.72%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.04%
5-year average return8.13%
Number of years up12
Number of years down4
Best 1-yr total return (26 Jun 2024)32.60%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.60%
Worst 3-yr total return5.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARIMXCategory
YTD5.38%26.79%
1-month2.62%-1.77%
3-month2.52%4.45%
1-year25.95%71.02%
3-year4.75%9.35%
5-year10.05%12.17%
10-year9.70%9.95%
Last bull market22.20%28.07%
Last bear market-9.22%-24.24%

Annual total return (%) history

Year
ARIMXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-8.22%N/A
2021
23.64%N/A
2020
2.03%4.02%
2019
32.60%21.43%
2018
-6.18%-15.46%
2017
15.75%8.54%
2016
27.51%25.99%
2015
-2.70%-6.71%
2014
0.01%3.34%
2013
28.03%36.22%
2012
15.90%16.00%
2011
0.19%-4.45%
2010
22.02%26.17%
2009
19.86%31.32%
2008
-27.08%-32.24%
2007
N/A-6.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
20231.60%2.24%1.54%8.66%
2022-3.60%-9.22%-4.57%9.89%
202114.35%2.65%-2.88%8.45%
2020-34.05%21.30%2.83%24.03%
201915.94%5.34%-1.90%10.68%
20180.94%2.92%8.12%-16.47%
20174.42%6.16%2.54%1.83%
20167.74%1.91%5.47%10.11%
20153.39%1.77%-9.55%2.24%
20141.10%1.31%-6.34%4.26%
201313.15%2.13%5.95%4.57%
20128.41%0.36%2.97%3.45%
20115.74%-2.23%-15.46%14.64%
20108.51%-8.30%8.92%12.58%
2009-7.37%12.90%12.13%2.22%
2008-4.83%3.49%-4.68%-22.33%
2007-4.88%-6.11%N/AN/A

Rank in category (by total return)

YTD19
1-month92
3-month63
1-year39
3-year28
5-year61

Load adjusted returns

1-year25.95%
3-year4.75%
5-year10.05%
10-year9.70%