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AMG River Road Small-Mid Cap Value Z (ARSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.77-0.08 (-0.81%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.03%
5-Year Average Return7.79%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)32.86%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return32.86%
Worst 3-Yr Total Return5.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARSZXCategory
YTD5.48%26.79%
1-Month2.62%-1.77%
3-Month2.62%4.45%
1-Year25.95%71.02%
3-Year4.84%9.35%
5-Year10.16%12.17%
10-Year9.66%9.95%
Last Bull Market22.36%28.07%
Last Bear Market-9.21%-24.24%

Annual Total Return (%) History

Year
ARSZXCategory
2024
N/AN/A
2023
14.65%N/A
2022
-8.20%N/A
2021
23.78%N/A
2020
2.07%4.02%
2019
32.86%21.43%
2018
-6.20%-15.46%
2017
N/A8.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.79%N/AN/AN/A
20231.59%2.35%1.53%8.59%
2022-3.59%-9.21%-4.56%9.89%
202114.35%2.65%-2.78%8.46%
2020-34.17%21.52%2.83%24.08%
201915.97%5.48%-2.03%10.86%
20180.94%2.92%8.13%-16.50%
20171.75%N/AN/AN/A

Rank In Category (By Total Return)

YTD19
1-Month92
3-Month60
1-Year38
3-Year27
5-Year59

Load Adjusted Returns

1-Year25.95%
3-Year4.84%
5-Year10.16%
10-Year9.66%