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Nasdaq - Delayed Quote USD

AMG GW&K Small/Mid Cap Growth I (ACWIX)

17.00
0.00
(0.00%)
At close: March 7 at 8:00:03 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -5.71%
5y Average Return 12.22%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Mar 6, 2025) 45.89%
Worst 1Y Total Return (Mar 6, 2025) --
Best 3Y Total Return 45.89%
Worst 3Y Total Return 0.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACWIX
Category
YTD
-0.78%
12.40%
1-Month
-5.19%
3.37%
3-Month
-7.83%
4.88%
1-Year
3.39%
55.69%
3-Year
5.00%
19.34%
5-Year
12.92%
20.72%
10-Year
7.48%
13.98%
Last Bull Market
18.28%
27.85%
Last Bear Market
-16.27%
-24.06%

Annual Total Return (%) History

Year
ACWIX
Category
2024
9.41%
--
2023
21.36%
--
2022
-22.19%
--
2021
14.27%
--
2020
45.89%
38.62%
2019
20.53%
27.68%
2018
-5.00%
-5.76%
2017
19.03%
21.50%

2016
-5.22%
11.20%
2015
-1.29%
-2.41%
2014
8.42%
2.44%
2013
42.56%
40.91%
2012
24.43%
13.15%
2011
--
-3.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.11% -4.00% 5.86% 0.51%
2023 6.88% 4.18% -3.35% 12.78%
2022 -11.45% -16.27% -3.69% 8.96%
2021 -0.02% 7.15% 2.86% 3.71%
2020 -20.49% 31.05% 11.74% 25.29%
2019 20.27% 0.92% -8.19% 8.16%
2018 3.77% 7.26% 7.38% -20.51%
2017 6.47% 2.07% 2.91% 6.44%
2016 -14.28% 1.54% 6.32% 2.41%
2015 8.52% 3.55% -14.25% 2.44%

2014 0.79% 1.21% -1.34% 7.73%
2013 13.38% 6.45% 8.65% 8.72%
2012 16.22% -3.36% 8.87% 1.76%
2011 -27.33% 10.68% -- --

Rank in Category (By Total Return)

YTD 14
1-Month 15
3-Month 17
1-Year 67
3-Year 20
5-Year 12

Load Adjusted Returns

1-Year 3.39%
3-Year 5.00%
5-Year 12.92%
10-Year 7.48%

Performance & Risk

YTD Return -5.71%
5y Average Return 12.22%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family AMG Funds
Net Assets 37.09M
YTD Return -0.78%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 2011

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500® Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.

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