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

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.69+0.05 (+0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.85%
5-year average return10.13%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)30.64%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.64%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGWGVXCategory
YTD4.13%17.04%
1-month2.58%-0.01%
3-month-1.00%5.47%
1-year21.67%50.44%
3-year2.52%13.15%
5-year11.86%13.75%
10-year0.00%11.35%
Last bull market29.90%25.95%
Last bear market-13.98%-22.55%

Annual total return (%) history

Year
GWGVXCategory
2024
N/AN/A
2023
14.51%N/A
2022
-18.15%N/A
2021
25.63%N/A
2020
23.10%12.39%
2019
30.64%26.21%
2018
-8.25%-11.15%
2017
N/A15.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.13%N/AN/AN/A
20233.93%2.11%-3.83%12.20%
2022-8.54%-13.98%-4.20%8.60%
20219.91%5.10%2.05%6.57%
2020-23.87%24.09%6.82%21.98%
201914.51%5.59%0.08%7.95%
20180.45%4.64%5.46%-17.23%
20173.41%1.89%4.62%N/A

Rank in category (by total return)

YTD78
1-month78
3-month92
1-year70
3-year70
5-year34

Load adjusted returns

1-year21.67%
3-year2.52%
5-year11.86%
10-yearN/A