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Nasdaq - Delayed Quote USD

AMG River Road Small Cap Value I (ARSIX)

15.25
-0.07
(-0.46%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.70%
5y Average Return 15.33%
Number of Years Up 11
Number of Years Down 7
Best 1Y Total Return (May 2, 2025) 31.11%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 31.11%
Worst 3Y Total Return 5.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARSIX
Category
YTD
-6.62%
26.79%
1-Month
-2.89%
-1.77%
3-Month
-9.15%
4.45%
1-Year
3.75%
71.02%
3-Year
7.56%
9.35%
5-Year
14.09%
12.17%
10-Year
9.08%
9.95%
Last Bull Market
18.17%
28.07%
Last Bear Market
-9.18%
-24.24%

Annual Total Return (%) History

Year
ARSIX
Category
2025
--
--
2024
14.37%
--
2023
15.09%
--
2022
-6.14%
--
2021
21.37%
--
2020
2.02%
4.02%
2019
30.15%
21.43%
2018
-6.77%
-15.46%

2017
12.03%
8.54%
2016
27.30%
25.99%
2015
-1.08%
-6.71%
2014
-0.23%
3.34%
2013
31.11%
36.22%
2012
13.68%
16.00%
2011
-2.04%
-4.45%
2010
19.35%
26.17%
2009
21.34%
31.32%
2008
-30.01%
-32.24%
2007
-5.72%
-6.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.83% -- -- --
2024 8.18% -6.05% 4.76% 7.41%
2023 2.52% 2.88% 0.41% 8.69%
2022 -2.99% -9.18% -2.80% 9.61%
2021 13.11% 2.66% -2.71% 7.44%
2020 -32.74% 19.78% 1.48% 24.78%
2019 14.86% 5.91% -2.64% 9.89%
2018 -0.15% 4.09% 6.41% -15.70%
2017 2.07% 4.78% 1.45% 3.25%
2016 5.47% 2.55% 4.81% 12.30%

2015 2.50% 2.69% -8.56% 2.78%
2014 2.00% -0.84% -6.92% 5.98%
2013 12.55% 3.50% 6.31% 5.88%
2012 8.50% -0.81% 2.83% 2.72%
2011 4.48% -2.48% -15.81% 14.19%
2010 7.46% -8.25% 7.28% 12.83%
2009 -8.01% 16.93% 11.54% 1.13%
2008 -5.66% 0.08% -4.00% -22.78%
2007 3.28% 2.60% -5.12% -6.22%

Rank in Category (By Total Return)

YTD 8
1-Month 13
3-Month 8
1-Year 12
3-Year 7
5-Year 41

Load Adjusted Returns

1-Year 3.75%
3-Year 7.56%
5-Year 14.09%
10-Year 9.08%

Performance & Risk

YTD Return -4.70%
5y Average Return 15.33%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family AMG Funds
Net Assets 1.01B
YTD Return -6.62%
Yield 0.45%
Morningstar Rating
Inception Date Dec 13, 2006

Fund Summary

Under normal conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. The fund may also invest in mid-cap companies, which the adviser currently considers to be companies with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell Midcap® Index.

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