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AMG Montrusco Bolton Large Cap Growth N (MCGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.24+0.15 (+1.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.72%
5-Year Average Return13.55%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Apr 30, 2024)34.17%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return34.17%
Worst 3-Yr Total Return3.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMCGFXCategory
YTD9.01%12.38%
1-Month0.39%5.09%
3-Month9.01%10.28%
1-Year29.59%41.70%
3-Year9.65%22.56%
5-Year15.50%21.98%
10-Year12.31%15.99%
Last Bull Market38.92%25.99%
Last Bear Market-21.14%-17.29%

Annual Total Return (%) History

Year
MCGFXCategory
2024
N/AN/A
2023
34.17%N/A
2022
-26.83%N/A
2021
25.53%N/A
2020
31.85%35.86%
2019
32.52%31.90%
2018
-1.71%-2.09%
2017
23.35%27.67%
2016
-2.64%3.23%
2015
5.76%3.60%
2014
7.35%10.00%
2013
27.29%33.92%
2012
12.70%15.34%
2011
3.13%-2.46%
2010
8.28%15.53%
2009
29.83%35.68%
2008
-32.64%-40.67%
2007
21.04%13.35%
2006
8.07%7.05%
2005
5.36%6.71%
2004
4.10%7.81%
2003
17.24%28.66%
2002
-22.89%-27.64%
2001
-13.33%-22.30%
2000
-7.36%-13.05%
1999
22.51%38.87%
1998
31.85%34.55%
1997
31.85%26.36%
1996
32.72%19.76%
1995
38.68%32.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.01%N/AN/AN/A
202312.86%7.50%-2.17%13.05%
2022-8.64%-21.14%-2.92%4.62%
20211.90%11.92%1.69%8.23%
2020-15.00%24.95%12.00%10.83%
201914.17%5.30%1.68%8.41%
20180.41%3.40%8.34%-12.62%
20176.40%4.89%4.30%5.96%
2016-0.95%-0.35%0.96%-2.30%
20152.33%1.20%-4.74%7.20%
2014-1.49%4.79%-0.52%4.53%
201310.15%0.34%4.06%10.67%
201210.22%-2.02%6.23%-1.77%
20114.06%0.60%-10.13%9.62%
20103.16%-12.48%10.01%9.01%
2009-5.36%14.92%11.66%6.91%
2008-9.94%3.69%-9.44%-20.35%
20070.36%7.04%9.30%3.09%
20062.42%-2.22%2.02%5.77%
2005-1.77%1.08%6.38%-0.25%
20041.70%2.26%-4.55%4.87%
2003-0.59%8.92%-0.50%8.82%
2002-0.12%-13.62%-14.08%4.03%
2001-15.56%3.62%-9.98%10.04%
2000-2.86%-0.62%-8.52%4.90%
19997.86%1.69%-5.10%17.71%
199813.12%7.11%-14.27%26.94%
1997-0.62%21.25%9.28%0.12%
19968.25%6.56%7.83%6.71%
19958.73%13.83%5.27%6.44%

Rank In Category (By Total Return)

YTD82
1-Month97
3-Month82
1-Year82
3-Year44
5-Year45

Load Adjusted Returns

1-Year29.59%
3-Year9.65%
5-Year15.50%
10-Year12.31%