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AMG GW&K Small Cap Value Z (SKSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.95+0.10 (+0.35%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.23%
5-Year Average Return8.22%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 17, 2024)33.27%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return33.27%
Worst 3-Yr Total Return2.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSKSZXCategory
YTD1.25%20.19%
1-Month3.02%0.02%
3-Month1.49%4.36%
1-Year21.47%60.18%
3-Year2.89%11.32%
5-Year10.53%13.88%
10-Year6.77%11.19%
Last Bull Market25.75%27.98%
Last Bear Market-13.26%-24.08%

Annual Total Return (%) History

Year
SKSZXCategory
2024
N/AN/A
2023
17.77%N/A
2022
-15.16%N/A
2021
33.27%N/A
2020
3.57%10.99%
2019
28.94%23.75%
2018
-18.80%-12.72%
2017
N/A12.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.19%N/AN/AN/A
20234.10%1.05%-2.19%14.46%
2022-5.62%-13.26%-4.29%8.28%
202119.46%2.82%0.84%7.59%
2020-39.05%26.23%5.81%27.22%
201912.76%5.76%-1.48%9.75%
2018-1.29%3.52%0.00%-20.53%
20171.17%5.84%0.97%N/A

Rank In Category (By Total Return)

YTD88
1-Month95
3-Month61
1-Year49
3-Year31
5-Year41

Load Adjusted Returns

1-Year21.47%
3-Year2.89%
5-Year10.53%
10-Year6.77%