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AMG GW&K Small Cap Core Fund (GWEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.42+0.16 (+0.53%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.13%
5-year average return7.54%
Number of years up11
Number of years down3
Best 1-yr total return (25 Apr 2024)42.89%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return42.89%
Worst 3-yr total return3.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGWEIXCategory
YTD5.08%20.19%
1-month2.28%0.02%
3-month5.08%4.36%
1-year12.46%60.18%
3-year1.00%11.32%
5-year9.71%13.88%
10-year8.23%11.19%
Last bull market47.18%27.98%
Last bear market-13.06%-24.08%

Annual total return (%) history

Year
GWEIXCategory
2024
N/AN/A
2023
8.39%N/A
2022
-16.27%N/A
2021
21.38%N/A
2020
18.17%10.99%
2019
31.13%23.75%
2018
-13.83%-12.72%
2017
20.78%12.28%
2016
17.90%20.78%
2015
-2.63%-5.38%
2014
2.04%3.79%
2013
42.89%37.39%
2012
14.90%15.46%
2011
1.90%-4.07%
2010
30.28%25.61%
2009
N/A31.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
20231.27%2.13%-5.03%10.34%
2022-8.88%-13.06%-3.97%10.06%
202112.35%3.98%-0.14%4.05%
2020-27.93%24.91%4.39%25.74%
201912.87%5.72%1.33%8.45%
2018-0.49%5.66%2.01%-19.65%
20174.59%4.97%5.13%4.65%
20162.13%4.22%5.63%4.86%
20153.18%0.62%-8.89%2.95%
2014-0.82%0.91%-6.90%9.51%
201312.62%4.80%11.36%8.72%
20129.89%-2.98%6.09%1.59%
20118.47%-1.12%-17.46%15.11%
20107.41%-8.45%13.29%16.94%
20095.25%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month96
3-month59
1-year90
3-year82
5-year47

Load adjusted returns

1-year12.46%
3-year1.00%
5-year9.71%
10-year8.23%