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AMG River Road Dividend All Cap Value Z (ARZDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.740.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.70%
5-Year Average Return6.59%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)23.43%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return23.43%
Worst 3-Yr Total Return3.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARZDXCategory
YTD6.43%4.44%
1-Month4.44%-4.04%
3-Month6.77%4.09%
1-Year16.41%14.37%
3-Year3.35%6.04%
5-Year7.84%9.20%
10-Year6.75%8.57%
Last Bull Market18.02%22.97%
Last Bear Market-7.94%-11.27%

Annual Total Return (%) History

Year
ARZDXCategory
2024
N/AN/A
2023
2.33%11.63%
2022
-3.16%-5.90%
2021
21.86%26.22%
2020
-1.82%2.91%
2019
23.43%25.04%
2018
-7.29%-8.53%
2017
N/A15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.57%N/AN/AN/A
2023-0.15%-1.03%-4.79%8.77%
20221.57%-7.94%-6.52%10.79%
20219.30%5.39%-2.17%8.14%
2020-29.93%16.82%5.35%13.85%
201910.76%2.62%2.94%5.49%
2018-3.93%3.37%4.89%-11.00%
20173.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD70
1-Month8
3-Month7
1-Year88
3-Year91
5-Year93

Load Adjusted Returns

1-Year16.41%
3-Year3.35%
5-Year7.84%
10-Year6.75%