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AMG GW&K Small Cap Core Fund (GWEZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.84+0.24 (+0.78%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.06%
5-Year Average Return8.28%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)31.13%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return31.13%
Worst 3-Yr Total Return3.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGWEZXCategory
YTD2.97%20.19%
1-Month4.28%0.02%
3-Month0.19%4.36%
1-Year17.34%60.18%
3-Year-0.63%11.32%
5-Year9.52%13.88%
10-Year8.38%11.19%
Last Bull Market24.75%27.98%
Last Bear Market-13.08%-24.08%

Annual Total Return (%) History

Year
GWEZXCategory
2024
N/AN/A
2023
8.44%N/A
2022
-16.25%N/A
2021
21.48%N/A
2020
18.21%10.99%
2019
31.13%23.75%
2018
-13.73%-12.72%
2017
N/A12.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20231.27%2.17%-5.03%10.35%
2022-8.87%-13.08%-3.93%10.07%
202112.41%3.95%-0.11%4.07%
2020-27.93%24.96%4.39%25.74%
201912.82%5.76%1.33%8.46%
2018-0.46%5.69%2.01%-19.62%
20175.00%5.13%4.66%N/A

Rank In Category (By Total Return)

YTD58
1-Month72
3-Month90
1-Year84
3-Year78
5-Year63

Load Adjusted Returns

1-Year17.34%
3-Year-0.63%
5-Year9.52%
10-Year8.38%