Nasdaq - Delayed Quote USD

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

18.02 -0.09 (-0.50%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.62%
5y Average Return 13.29%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Sep 27, 2024) 45.89%
Worst 1Y Total Return (Sep 27, 2024) --
Best 3Y Total Return 45.89%
Worst 3Y Total Return 0.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACWIX
Category
YTD
8.98%
12.40%
1-Month
0.84%
3.37%
3-Month
6.29%
4.88%
1-Year
16.65%
55.69%
3-Year
1.09%
19.34%
5-Year
12.39%
20.72%
10-Year
8.61%
13.98%
Last Bull Market
27.57%
27.85%
Last Bear Market
-16.27%
-24.06%

Annual Total Return (%) History

Year
ACWIX
Category
2024
--
--
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% -- --
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 69
1-Month 39
3-Month 47
1-Year 51
3-Year 21
5-Year 16

Load Adjusted Returns

1-Year 16.65%
3-Year 1.09%
5-Year 12.39%
10-Year 8.61%

Performance & Risk

YTD Return 8.62%
5y Average Return 13.29%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family AMG Funds
Net Assets 41.19M
YTD Return 8.98%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2010

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.

Related Tickers

ENPIX ProFunds UltraSector Energy Fund
41.83
+3.03%
 
ENPSX ProFunds UltraSector Energy Fund
35.40
+3.03%
 
FIKAX Fidelity Advisor Energy Z
47.79
+2.07%
 
FANIX Fidelity Advisor Energy I
47.83
+2.07%
 
FSENX Fidelity Select Energy Portfolio
58.71
+2.07%
 
FANAX Fidelity Advisor Energy A
45.01
+2.06%
 
FAGNX Fidelity Advisor Energy M
46.25
+2.05%
 
FNRCX Fidelity Advisor Energy C
40.92
+2.04%
 
HNRIX Hennessy Energy Transition Instl
26.61
+1.68%
 
HNRGX Hennessy Energy Transition Investor
26.03
+1.68%
 
FSEAX Fidelity Emerging Asia
50.18
+1.62%
 
CIVIX Causeway International Value Instl
22.47
+1.58%
 
FERIX Fidelity Advisor Emerging Asia I
50.78
+1.58%
 
FIQPX Fidelity Advisor Emerging Asia Z
50.81
+1.58%
 
FEAAX Fidelity Advisor Emerging Asia A
48.37
+1.57%
 
FEATX Fidelity Advisor Emerging Asia M
46.08
+1.56%
 
FERCX Fidelity Advisor Emerging Asia C
41.00
+1.56%
 
CIVVX Causeway International Value Inv
22.26
+1.55%
 
MISMX Matthews EM Sm Coms Instl
27.40
+1.41%
 
MSMLX Matthews EM Sm Coms Inv
27.40
+1.41%
 
SVFYX Smead Value Y
84.65
+1.38%
 
SVFDX Smead Value R1
82.72
+1.37%
 
SVFCX Smead Value C
81.25
+1.37%
 
SVFAX Smead Value A
83.53
+1.37%
 
SMVLX Smead Value Investor
84.36
+1.37%
 
SVFFX Smead Value I1
84.44
+1.37%
 
SVFKX Smead Value R2
85.37
+1.37%
 
CIOIX Causeway International Opps Inst
18.61
+1.31%
 
CIOVX Causeway International Opps Inv
18.43
+1.26%
 
KMKCX Kinetics Market Opportunities Adv C
57.91
+1.24%
 
KMKAX Kinetics Market Opportunities Adv A
61.23
+1.24%
 
TVRVX Third Avenue Real Estate Value Fund
24.54
+1.24%
 
KMKNX Kinetics Market Opportunities No Load
62.40
+1.23%
 
TAREX Third Avenue Real Estate Value Instl
24.66
+1.23%
 
KMKYX Kinetics Market Opportunities Inst
63.51
+1.23%
 
TARZX Third Avenue Real Estate Value Z
24.59
+1.19%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
28.85
+1.19%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
25.68
+1.18%
 
DODFX Dodge & Cox International Stock Fund
56.67
+1.18%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
30.20
+1.14%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
28.57
+1.13%
 
FSUTX Fidelity Select Utilities
127.38
+1.12%
 
FUGAX Fidelity Advisor Utilities A
46.98
+1.12%
 
FAUFX Fidelity Advisor Utilities Fund
47.10
+1.12%
 
KNPAX Kinetics Paradigm Adv A
107.13
+1.11%
 
KNPYX Kinetics Paradigm Instl
114.42
+1.11%
 
WWNPX Kinetics Paradigm No Load
112.76
+1.11%
 
FIKIX Fidelity Advisor Utilities Z
48.23
+1.11%
 
FUGIX Fidelity Advisor Utilities I
48.25
+1.11%
 
KNPCX Kinetics Paradigm Adv C
95.62
+1.11%
 
FUGCX Fidelity Advisor Utilities C
45.67
+1.11%
 
TRGVX T. Rowe Price Glbl Val Eq
18.39
0.00%
 
PRIGX T. Rowe Price Glbl Val Eq Cl I
18.50
0.00%
 
NWKEX Nationwide WCM Focused Sm Cp R6
34.50
0.00%
 
NWGPX Nationwide WCM Focused Sm Cp A
32.01
0.00%
 
DODWX Dodge & Cox Global Stock Fund
17.02
+1.07%
 
KINCX Kinetics Internet Adv C
61.44
+1.05%
 
KINAX Kinetics Internet Adv A
75.26
+1.05%
 
WWWFX Kinetics Internet No Load
83.38
+1.04%
 
MOWNX Moerus Worldwide Value N
17.46
+1.04%
 
MOWIX Moerus Worldwide Value Institutional
17.51
+1.04%
 
CGVVX Causeway Global Value Inv
15.73
+1.03%
 
CGVIX Causeway Global Value Inst
15.87
+1.02%
 
FIUIX Fidelity Telecom and Utilities
34.79
+1.02%
 
APDYX Artisan Developing World Fund
21.41
+0.99%
 
PRUQX PGIM Jennison Utility R6
16.58
+0.97%
 
VIESX Virtus KAR Emerging Markets Small-Cap I
16.61
+0.97%
 
VRESX Virtus KAR Emerging Markets Small-Cap R6
16.63
+0.97%
 
PCIEX PACE International Equity P
19.89
+0.96%
 
PWIYX PACE International Equity Y
19.95
+0.96%
 
PWGAX PACE International Equity A
20.06
+0.96%
 
ARTYX Artisan Developing World Investor
21.16
+0.95%
 
VCESX Virtus KAR Emerging Markets Small-Cap Fund
15.97
+0.95%
 
BPTUX Baron Partners R6
174.71
+0.95%
 
BPTIX Baron Partners Institutional
174.75
+0.95%
 
BPTRX Baron Partners Retail
167.51
+0.95%
 
BLUEX AMG Veritas Global Real Return I
39.76
0.00%
 
APHYX Artisan Developing World Fund
21.55
+0.94%
 
KSCYX Kinetics Small Cap Opportunities Inst
156.34
+0.94%
 
KSCOX Kinetics Small Cap Opportunities No Load
152.44
+0.93%
 
KSOAX Kinetics Small Cap Opportunities Adv A
145.97
+0.93%
 
KSOCX Kinetics Small Cap Opportunities Adv C
136.56
+0.93%
 
VKSAX Virtus KAR Small-Mid Cap Core A
20.64
0.00%
 
JARIX Easterly Global Real Estate Fund
15.93
0.00%
 
PCUFX PGIM Jennison Utility Fund
16.38
+0.92%
 
VAESX Virtus KAR Emerging Markets Small-Cap Fund
16.42
+0.92%
 
DSCPX Davenport Small Cap Focus Fund
17.59
+0.92%
 
JDURX PGIM Jennison Utility Fund
16.51
+0.92%
 
PRUAX PGIM Jennison Utility A
16.53
+0.92%
 
PRUZX PGIM Jennison Utility Z
16.61
+0.91%
 
VKSRX Virtus KAR Small-Mid Cap Core R6
21.07
0.00%
 
BREFX Baron Real Estate Retail
40.13
+0.91%
 
BREUX Baron Real Estate R6
41.39
+0.90%
 
BREIX Baron Real Estate Institutional
41.40
+0.90%
 
JACRX Easterly Global Real Estate C
15.08
0.00%
 
JAREX Easterly Global Real Estate Fund
15.01
0.00%
 
RCMFX Schwartz Value Focused
54.38
+0.89%
 
VKSCX Virtus KAR Small-Mid Cap Core C
19.64
0.00%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
17.51
+0.86%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
17.56
+0.86%