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AMG GW&K Small Cap Core Fund (GWEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.64+0.31 (+1.02%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.12%
5-Year Average Return7.48%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)42.89%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.89%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGWEIXCategory
YTD-1.29%20.19%
1-Month-6.06%0.02%
3-Month2.01%4.36%
1-Year8.49%60.18%
3-Year-2.42%11.32%
5-Year7.21%13.88%
10-Year7.97%11.19%
Last Bull Market24.72%27.98%
Last Bear Market-13.06%-24.08%

Annual Total Return (%) History

Year
GWEIXCategory
2024
N/AN/A
2023
8.39%N/A
2022
-16.27%N/A
2021
21.38%N/A
2020
18.17%10.99%
2019
31.13%23.75%
2018
-13.83%-12.72%
2017
20.78%12.28%
2016
17.90%20.78%
2015
-2.63%-5.38%
2014
2.04%3.79%
2013
42.89%37.39%
2012
14.90%15.46%
2011
1.90%-4.07%
2010
30.28%25.61%
2009
N/A31.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
20231.27%2.13%-5.03%10.34%
2022-8.88%-13.06%-3.97%10.06%
202112.35%3.98%-0.14%4.05%
2020-27.93%24.91%4.39%25.74%
201912.87%5.72%1.33%8.45%
2018-0.49%5.66%2.01%-19.65%
20174.59%4.97%5.13%4.65%
20162.13%4.22%5.63%4.86%
20153.18%0.62%-8.89%2.95%
2014-0.82%0.91%-6.90%9.51%
201312.62%4.80%11.36%8.72%
20129.89%-2.98%6.09%1.59%
20118.47%-1.12%-17.46%15.11%
20107.41%-8.45%13.29%16.94%
20095.25%N/AN/AN/A

Rank In Category (By Total Return)

YTD53
1-Month48
3-Month47
1-Year88
3-Year84
5-Year51

Load Adjusted Returns

1-Year8.49%
3-Year-2.42%
5-Year7.21%
10-Year7.97%