Canada markets closed

AMG GW&K Small Cap Core Fund (GWETX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
29.71+0.30 (+1.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.99%
5-Year Average Return7.10%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)42.26%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.26%
Worst 3-Yr Total Return2.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGWETXCategory
YTD-1.39%20.19%
1-Month-6.09%0.02%
3-Month1.93%4.36%
1-Year8.08%60.18%
3-Year-2.76%11.32%
5-Year6.83%13.88%
10-Year7.57%11.19%
Last Bull Market24.53%27.98%
Last Bear Market-13.16%-24.08%

Annual Total Return (%) History

Year
GWETXCategory
2024
N/AN/A
2023
8.01%N/A
2022
-16.58%N/A
2021
21.00%N/A
2020
17.73%10.99%
2019
30.66%23.75%
2018
-14.08%-12.72%
2017
20.32%12.28%
2016
17.44%20.78%
2015
-3.02%-5.38%
2014
1.53%3.79%
2013
42.26%37.39%
2012
14.45%15.46%
2011
1.47%-4.07%
2010
29.81%25.61%
2009
32.27%31.80%
2008
-37.27%-36.56%
2007
1.59%-1.10%
2006
11.76%15.03%
2005
7.59%6.75%
2004
11.70%18.94%
2003
31.50%43.41%
2002
-27.55%-16.22%
2001
-19.62%8.92%
2000
12.81%11.89%
1999
31.28%19.95%
1998
17.68%-3.03%
1997
25.52%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.00%N/AN/AN/A
20231.17%2.09%-5.15%10.26%
2022-8.96%-13.16%-4.01%9.93%
202112.28%3.89%-0.23%3.97%
2020-27.98%24.80%4.26%25.62%
201912.79%5.61%1.28%8.31%
2018-0.53%5.56%1.94%-19.72%
20174.52%4.87%5.05%4.50%
20162.02%4.18%5.48%4.76%
20153.08%0.54%-9.03%2.88%
2014-0.90%0.79%-6.99%9.30%
201312.42%4.72%11.27%8.61%
20129.77%-3.10%5.98%1.53%
20118.38%-1.30%-17.57%15.08%
20107.47%-8.65%13.19%16.82%
2009-6.26%16.28%15.41%5.15%
2008-9.73%-1.55%-10.24%-21.37%
20071.07%5.97%-0.84%-4.35%
20065.45%-1.25%3.03%4.16%
20051.12%2.85%4.79%-1.29%
20042.58%1.07%-1.49%9.37%
2003-4.71%18.47%4.71%11.23%
2002-1.41%-14.14%-21.54%9.08%
2001-10.55%3.22%-20.75%9.85%
200016.42%-2.78%10.35%-9.68%
19991.81%9.55%-5.47%24.53%
199813.63%2.41%-17.11%22.00%
1997-2.09%16.68%12.73%-2.54%

Rank In Category (By Total Return)

YTD55
1-Month50
3-Month49
1-Year90
3-Year86
5-Year61

Load Adjusted Returns

1-Year8.08%
3-Year-2.76%
5-Year6.83%
10-Year7.57%