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Nasdaq - Delayed Quote USD
AMG Veritas Global Real Return I (BLUEX)
40.44
+0.05
+(0.12%)
At close: March 7 at 8:02:23 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.85% |
| 5y Average Return | 9.99% |
| Number of Years Up | 25 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Mar 6, 2025) | 35.23% |
| Worst 1Y Total Return (Mar 6, 2025) | -- |
| Best 3Y Total Return | 35.23% |
| Worst 3Y Total Return | 0.51% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BLUEX
Category
- YTD
- 2.08%
- 9.18%
- 1-Month
- -2.16%
- -0.20%
- 3-Month
- 0.98%
- 3.85%
- 1-Year
- 6.83%
- 22.90%
- 3-Year
- 3.09%
- 7.45%
- 5-Year
- 9.52%
- 7.00%
- 10-Year
- 9.55%
- 4.81%
- Last Bull Market
- 6.78%
- 11.80%
- Last Bear Market
- -7.28%
- -12.04%
Annual Total Return (%) History
Year
BLUEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.91% | -2.43% | 7.40% | -2.45% |
| 2023 | 7.90% | 2.09% | -2.07% | 6.00% |
| 2022 | -2.00% | -7.28% | -8.36% | 3.08% |
| 2021 | -0.28% | 5.36% | -0.38% | -1.16% |
| 2020 | -15.13% | 22.22% | 13.37% | 14.46% |
| 2019 | 17.72% | 6.94% | -1.19% | 8.72% |
| 2018 | 3.51% | 3.15% | 10.82% | -19.74% |
| 2017 | 8.25% | 4.98% | 7.38% | 4.77% |
| 2016 | -1.67% | 2.56% | 3.39% | 1.55% |
| 2015 | 4.17% | -1.22% | -6.96% | 4.40% |
| 2014 | -1.59% | 3.98% | 0.24% | 5.82% |
| 2013 | 10.19% | 3.70% | 7.03% | 8.86% |
| 2012 | 17.09% | -12.44% | 6.07% | -1.84% |
| 2011 | 4.68% | -2.27% | -18.03% | 6.93% |
| 2010 | 6.16% | -13.48% | 9.83% | 17.72% |
| 2009 | -9.54% | 6.25% | 8.50% | 4.79% |
| 2008 | -12.21% | 7.84% | -28.61% | -16.90% |
| 2007 | 2.37% | 8.81% | 8.13% | 2.50% |
| 2006 | 7.57% | -4.31% | 2.30% | 5.30% |
| 2005 | -2.50% | 3.83% | 8.97% | -1.74% |
| 2004 | 6.97% | -1.18% | 0.12% | 12.69% |
| 2003 | -1.36% | 15.64% | 1.90% | 11.31% |
| 2002 | -2.54% | -0.24% | -11.55% | 0.60% |
| 2001 | -11.97% | -0.25% | -11.98% | -0.14% |
| 2000 | 17.25% | -8.38% | -4.03% | 3.60% |
| 1999 | 3.36% | 10.38% | -0.34% | 31.37% |
| 1998 | 3.46% | 0.51% | -19.93% | 18.93% |
| 1997 | -1.47% | 14.42% | 19.91% | -11.78% |
| 1996 | 9.17% | 2.22% | 5.38% | 4.79% |
| 1995 | 8.74% | 15.91% | 13.40% | -7.42% |
| 1994 | -0.42% | -4.55% | 7.78% | -0.13% |
| 1993 | 2.06% | 9.75% | 13.14% | 0.38% |
| 1992 | -5.10% | -4.43% | 7.11% | 16.45% |
| 1991 | -5.51% | 10.65% | 7.07% | -- |
Rank in Category (By Total Return)
| YTD | 48 |
| 1-Month | 79 |
| 3-Month | 34 |
| 1-Year | 70 |
| 3-Year | 83 |
| 5-Year | 50 |
Load Adjusted Returns
| 1-Year | 6.83% |
| 3-Year | 3.09% |
| 5-Year | 9.52% |
| 10-Year | 9.55% |
Performance & Risk
| YTD Return | 4.85% |
| 5y Average Return | 9.99% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.54 |
| Morningstar Risk Rating |
Fund Overview
| Category | Long-Short Equity |
| Fund Family | AMG Funds |
| Net Assets | 97.57M |
| YTD Return | 2.08% |
| Yield | 0.28% |
| Morningstar Rating | |
| Inception Date | Jan 10, 1991 |
Fund Summary
The fund primarily invests in equity securities listed or traded on exchanges. The adviser intends to invest primarily in developed markets and economies, although it may invest in emerging markets. It may invest up to 25% of its net assets in emerging market countries. The fund will generally invest in mid-to large-capitalization companies, although the fund may also invest in small-capitalization companies. It is non-diversified.
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