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AMG GW&K Small Cap Value N (SKSEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.53-0.27 (-0.91%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.77%
5-Year Average Return7.77%
Number of Years Up25
Number of Years Down11
Best 1 Yr Total Return (Apr 24, 2024)52.79%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return52.79%
Worst 3-Yr Total Return2.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSKSEXCategory
YTD4.17%20.19%
1-Month4.41%0.02%
3-Month4.17%4.36%
1-Year17.57%60.18%
3-Year4.86%11.32%
5-Year10.17%13.88%
10-Year6.63%11.19%
Last Bull Market54.68%27.98%
Last Bear Market-13.31%-24.08%

Annual Total Return (%) History

Year
SKSEXCategory
2024
N/AN/A
2023
17.43%N/A
2022
-15.33%N/A
2021
32.93%N/A
2020
3.29%10.99%
2019
28.64%23.75%
2018
-19.00%-12.72%
2017
8.39%12.28%
2016
21.32%20.78%
2015
-6.05%-5.38%
2014
4.02%3.79%
2013
51.59%37.39%
2012
19.34%15.46%
2011
-2.05%-4.07%
2010
26.07%25.61%
2009
52.79%31.80%
2008
-40.15%-36.56%
2007
-9.91%-1.10%
2006
18.70%15.03%
2005
10.88%6.75%
2004
16.61%18.94%
2003
40.73%43.41%
2002
-7.29%-16.22%
2001
13.92%8.92%
2000
24.21%11.89%
1999
-13.30%19.95%
1998
-7.17%-3.03%
1997
35.43%26.36%
1996
30.37%21.50%
1995
13.88%27.21%
1994
-1.17%-1.76%
1993
22.90%17.65%
1992
42.45%13.94%
1991
47.39%40.70%
1990
-9.28%-11.95%
1989
24.08%18.31%
1988
29.79%23.02%
1987
N/A-1.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.17%N/AN/AN/A
20234.04%0.97%-2.26%14.36%
2022-5.66%-13.31%-4.35%8.25%
202119.39%2.79%0.75%7.50%
2020-39.07%26.10%5.74%27.14%
201912.70%5.68%-1.55%9.71%
2018-1.34%3.43%-0.07%-20.57%
20170.44%1.10%5.78%0.91%
20162.97%-2.94%5.66%14.88%
20153.06%1.05%-10.21%0.48%
20140.20%1.05%-5.96%9.25%
201316.62%2.91%12.20%12.57%
201213.88%-7.75%6.50%6.67%
20117.26%-3.03%-21.42%19.85%
20108.76%-10.80%10.60%17.49%
2009-12.27%33.86%23.32%5.51%
2008-11.11%-1.90%-4.58%-28.08%
20071.39%5.84%-6.92%-9.81%
200612.70%-3.87%0.83%8.66%
2005-1.19%3.67%5.59%2.50%
20046.08%-0.98%-0.99%12.13%
2003-6.23%21.93%7.21%14.81%
200211.87%-1.39%-20.91%6.27%
2001-0.86%13.38%-15.77%20.32%
20003.77%3.76%8.18%6.64%
1999-11.83%15.25%-12.54%-2.45%
199811.27%-5.44%-20.49%10.96%
19972.42%19.30%15.68%-4.19%
19963.34%11.64%3.46%9.23%
19951.41%4.79%6.56%0.57%
1994-0.84%-3.34%4.62%-1.44%
19937.65%0.87%5.38%7.41%
199212.31%-1.97%5.81%22.28%
199127.81%-0.08%7.66%7.19%
19902.96%4.99%-20.54%5.62%
198910.47%5.53%9.64%-2.92%
198818.52%9.19%-1.06%1.37%
19874.01%-23.03%N/AN/A

Rank In Category (By Total Return)

YTD73
1-Month21
3-Month73
1-Year64
3-Year34
5-Year38

Load Adjusted Returns

1-Year17.57%
3-Year4.86%
5-Year10.17%
10-Year6.63%