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AMG River Road Small Cap Value I (ARSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.54+0.13 (+0.84%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.78%
5-Year Average Return7.91%
Number of Years Up10
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)31.11%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.11%
Worst 3-Yr Total Return5.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARSIXCategory
YTD4.51%26.79%
1-Month1.52%-1.77%
3-Month1.72%4.45%
1-Year22.13%71.02%
3-Year5.28%9.35%
5-Year9.79%12.17%
10-Year9.19%9.95%
Last Bull Market19.60%28.07%
Last Bear Market-9.18%-24.24%

Annual Total Return (%) History

Year
ARSIXCategory
2024
N/AN/A
2023
15.09%N/A
2022
-6.14%N/A
2021
21.37%N/A
2020
2.02%4.02%
2019
30.15%21.43%
2018
-6.77%-15.46%
2017
12.03%8.54%
2016
27.30%25.99%
2015
-1.08%-6.71%
2014
-0.23%3.34%
2013
31.11%36.22%
2012
13.68%16.00%
2011
-2.04%-4.45%
2010
19.35%26.17%
2009
21.34%31.32%
2008
-30.01%-32.24%
2007
-5.72%-6.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20232.52%2.88%0.41%8.69%
2022-2.99%-9.18%-2.80%9.61%
202113.11%2.66%-2.71%7.44%
2020-32.74%19.78%1.48%24.78%
201914.86%5.91%-2.64%9.89%
2018-0.15%4.09%6.41%-15.70%
20172.07%4.78%1.45%3.25%
20165.47%2.55%4.81%12.30%
20152.50%2.69%-8.56%2.78%
20142.00%-0.84%-6.92%5.98%
201312.55%3.50%6.31%5.88%
20128.50%-0.81%2.83%2.72%
20114.48%-2.48%-15.81%14.19%
20107.46%-8.25%7.28%12.83%
2009-8.01%16.93%11.54%1.13%
2008-5.66%0.08%-4.00%-22.78%
20073.28%2.60%-5.12%-6.22%

Rank In Category (By Total Return)

YTD31
1-Month97
3-Month76
1-Year65
3-Year22
5-Year67

Load Adjusted Returns

1-Year22.13%
3-Year5.28%
5-Year9.79%
10-Year9.19%