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AMG GW&K Small/Mid Cap Core Fund (GWGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.26+0.01 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return11.75%
Number of years up6
Number of years down2
Best 1-yr total return (16 May 2024)30.85%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return30.85%
Worst 3-yr total return5.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGWGIXCategory
YTD1.56%17.04%
1-month-7.00%-0.01%
3-month3.00%5.47%
1-year14.80%50.44%
3-year1.48%13.15%
5-year10.10%13.75%
10-year0.00%11.35%
Last bull market30.07%25.95%
Last bear market-13.93%-22.55%

Annual total return (%) history

Year
GWGIXCategory
2024
N/AN/A
2023
14.76%N/A
2022
-18.01%N/A
2021
25.91%N/A
2020
23.31%12.39%
2019
30.85%26.21%
2018
-8.15%-11.15%
2017
15.43%15.93%
2016
9.68%14.14%
2015
N/A-4.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.21%N/AN/AN/A
20233.98%2.17%-3.81%12.30%
2022-8.51%-13.93%-4.18%8.66%
20219.96%5.15%2.10%6.65%
2020-23.85%24.07%6.90%22.09%
201914.51%5.68%0.08%8.04%
20180.45%4.73%5.46%-17.21%
20174.59%3.51%1.89%4.65%
2016-1.79%1.37%7.08%2.89%
2015-13.20%3.00%N/AN/A

Rank in category (by total return)

YTD73
1-month91
3-month71
1-year65
3-year72
5-year20

Load adjusted returns

1-year14.80%
3-year1.48%
5-year10.10%
10-yearN/A