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AMG River Road Mid Cap Value N (CHTTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.05+0.04 (+0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.80%
5-Year Average Return9.47%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (May 5, 2024)66.18%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return66.18%
Worst 3-Yr Total Return-0.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCHTTXCategory
YTD2.12%21.28%
1-Month-5.70%-1.96%
3-Month2.99%4.90%
1-Year18.86%55.83%
3-Year8.87%11.08%
5-Year8.93%11.93%
10-Year6.83%10.64%
Last Bull Market26.27%25.54%
Last Bear Market-14.14%-22.08%

Annual Total Return (%) History

Year
CHTTXCategory
2024
N/AN/A
2023
22.64%N/A
2022
-8.30%N/A
2021
31.97%N/A
2020
3.86%2.63%
2019
15.46%25.18%
2018
-18.58%-12.86%
2017
11.52%13.22%
2016
24.06%18.06%
2015
-10.37%-5.41%
2014
9.73%9.31%
2013
44.49%35.14%
2012
16.45%16.60%
2011
-6.54%-3.96%
2010
23.02%21.92%
2009
66.18%35.41%
2008
-42.86%-36.77%
2007
12.91%0.83%
2006
20.92%15.87%
2005
1.32%8.82%
2004
18.88%17.85%
2003
41.42%33.85%
2002
-16.71%-13.25%
2001
14.21%6.67%
2000
27.55%18.45%
1999
11.44%8.50%
1998
-5.66%1.94%
1997
26.46%25.58%
1996
26.15%21.11%
1995
27.35%28.05%
1994
N/A-1.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.30%N/AN/AN/A
20234.35%5.84%-0.49%11.60%
2022-3.65%-14.14%-2.69%13.90%
202112.21%6.69%-0.76%11.08%
2020-30.42%18.03%5.28%20.13%
201914.88%0.74%-5.47%5.54%
2018-4.52%0.74%1.36%-16.48%
20176.10%-0.95%0.75%5.32%
20163.61%-3.04%9.16%13.12%
20152.29%-2.28%-14.65%5.08%
20144.87%5.20%-4.72%4.39%
201314.88%6.49%8.15%9.20%
201213.04%-5.80%6.38%2.79%
20117.17%-3.07%-23.24%17.19%
20108.28%-11.15%13.43%12.73%
2009-6.55%24.01%28.30%11.76%
2008-8.72%6.96%-16.59%-29.83%
20073.40%9.12%-0.46%0.52%
20066.12%-2.41%3.68%12.62%
2005-1.55%-2.66%5.08%0.62%
20049.29%3.49%-6.88%12.86%
2003-7.51%30.10%4.75%12.20%
20022.60%-14.13%-19.54%17.49%
20010.12%7.22%-14.98%25.13%
20009.63%8.13%0.88%6.67%
1999-9.04%19.16%-8.47%12.33%
19981.60%-2.55%-14.04%10.85%
19972.48%13.23%12.83%-3.41%
19963.71%10.97%6.50%2.92%
19956.44%8.23%6.94%3.37%
19940.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD58
1-Month75
3-Month67
1-Year23
3-Year7
5-Year43

Load Adjusted Returns

1-Year18.86%
3-Year8.87%
5-Year8.93%
10-Year6.83%