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AMG Funds IV - AMG GW&K Small Cap Value Fund II (ASCTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.75+0.09 (+0.66%)
At close: 08:02PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return11.58%
5-Year Average Return7.11%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)36.31%
Worst 1 Yr Total Return (Feb 3, 2019)-17.07%
Best 3-Yr Total Return36.31%
Worst 3-Yr Total Return2.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnASCTXCategory
YTD19.11%20.19%
1-Month2.46%0.02%
3-Month-0.94%4.36%
1-Year46.51%60.18%
3-Year7.31%11.32%
5-Year9.48%13.88%
10-Year0.00%11.19%
Last Bull Market9.99%27.98%
Last Bear Market0.00%-24.08%

Annual Total Return (%) History

Year
ASCTXCategory
2021
N/AN/A
2020
4.19%10.99%
2019
22.85%23.75%
2018
-17.07%-12.72%
2017
10.27%12.28%
2016
28.66%20.78%
2015
-3.30%-5.38%
2014
4.28%3.79%
2013
36.31%37.39%
2012
13.51%15.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202114.25%N/AN/AN/A
2020-32.86%18.57%1.31%29.19%
201911.14%3.92%-0.32%6.72%
2018-5.59%4.81%2.21%-18.02%
2017-0.39%1.57%5.36%3.45%
20161.78%3.30%9.30%11.96%
20154.31%-0.83%-8.26%1.90%
20140.54%2.69%-8.19%10.01%
201312.39%1.67%9.44%9.01%
20129.69%-2.46%2.61%3.39%

Rank In Category (By Total Return)

YTD52
1-Month10
3-Month30
1-Year59
3-Year87
5-Year89

Load Adjusted Returns

1-Year50.70%
3-Year7.25%
5-Year9.85%
10-YearN/A