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Nasdaq USD

AMG River Road Focused Absolute Value I (AFAVX)

13.06
+0.23
+(1.79%)
As of 8:09:08 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.46%
5y Average Return 10.86%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 34.68%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 34.68%
Worst 3Y Total Return -1.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFAVX
Category
YTD
4.15%
21.28%
1-Month
-1.31%
-1.96%
3-Month
4.15%
4.90%
1-Year
11.00%
55.83%
3-Year
7.18%
11.08%
5-Year
13.62%
11.93%
10-Year
0.00%
10.64%
Last Bull Market
19.04%
25.54%
Last Bear Market
-15.71%
-22.08%

Annual Total Return (%) History

Year
AFAVX
Category
2025
--
--
2024
17.74%
--
2023
12.49%
--
2022
-16.19%
--
2021
15.31%
--
2020
-0.85%
2.63%
2019
34.68%
25.18%
2018
-3.83%
-12.86%

2017
11.01%
13.22%
2016
26.17%
18.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.15% -- -- --
2024 10.47% -4.46% 11.40% 0.14%
2023 0.77% 4.66% -1.78% 8.59%
2022 -6.10% -15.71% -5.47% 12.02%
2021 6.63% 7.07% -4.20% 5.44%
2020 -30.18% 13.44% 6.92% 17.09%
2019 15.26% 4.64% 0.82% 10.75%
2018 -0.27% 3.99% 6.13% -12.63%
2017 2.81% 3.61% 3.48% 0.72%
2016 6.59% 0.20% 8.36% 9.02%

Rank in Category (By Total Return)

YTD 4
1-Month 8
3-Month 4
1-Year 5
3-Year 18
5-Year 91

Load Adjusted Returns

1-Year 11.00%
3-Year 7.18%
5-Year 13.62%
10-Year --

Performance & Risk

YTD Return -1.46%
5y Average Return 10.86%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family AMG Funds
Net Assets 49.88M
YTD Return 4.15%
Yield 0.96%
Morningstar Rating
Inception Date Nov 03, 2015

Fund Summary

The fund principally invests in a portfolio of equity securities of U.S. and non-U.S. companies and may invest in securities of all market capitalizations. Under normal conditions, the advisor intends to invest the fund's assets in the equity securities of a limited number of issuers. It will primarily invest in common stocks, real estate investment trusts ("REITs") and publicly traded partnerships ("PTPs"), including, but not limited to, master limited partnerships ("MLPs"). The fund is non-diversified.

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