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Nasdaq - Delayed Quote USD

AMG River Road Mid Cap Value N (CHTTX)

20.92
-0.04
(-0.19%)
At close: 8:02:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.07%
5y Average Return 13.02%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Feb 18, 2025) 44.49%
Worst 1Y Total Return (Feb 18, 2025) --
Best 3Y Total Return 44.49%
Worst 3Y Total Return -0.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CHTTX
Category
YTD
3.57%
21.28%
1-Month
3.57%
-1.96%
3-Month
6.36%
4.90%
1-Year
18.60%
55.83%
3-Year
11.57%
11.08%
5-Year
13.43%
11.93%
10-Year
8.17%
10.64%
Last Bull Market
17.27%
25.54%
Last Bear Market
-14.14%
-22.08%

Annual Total Return (%) History

Year
CHTTX
Category
2024
13.55%
--
2023
22.64%
--
2022
-8.30%
--
2021
31.97%
--
2020
3.86%
2.63%
2019
15.46%
25.18%
2018
-18.58%
-12.86%
2017
11.52%
13.22%

2016
24.06%
18.06%
2015
-10.37%
-5.41%
2014
9.73%
9.31%
2013
44.49%
35.14%
2012
16.45%
16.60%
2011
-6.54%
-3.96%
2010
23.02%
21.92%
2009
66.18%
35.41%
2008
-42.86%
-36.77%
2007
12.91%
0.83%
2006
20.92%
15.87%
2005
1.32%
8.82%
2004
18.88%
17.85%
2003
41.42%
33.85%
2002
-16.71%
-13.25%
2001
14.21%
6.67%
2000
27.55%
18.45%
1999
11.44%
8.50%
1998
-5.66%
1.94%
1997
26.46%
25.58%
1996
26.15%
21.11%
1995
27.35%
28.05%
1994
--
-1.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.30% -5.47% 7.72% 2.97%
2023 4.35% 5.84% -0.49% 11.60%
2022 -3.65% -14.14% -2.69% 13.90%
2021 12.21% 6.69% -0.76% 11.08%
2020 -30.42% 18.03% 5.28% 20.13%
2019 14.88% 0.74% -5.47% 5.54%
2018 -4.52% 0.74% 1.36% -16.48%
2017 6.10% -0.95% 0.75% 5.32%
2016 3.61% -3.04% 9.16% 13.12%
2015 2.29% -2.28% -14.65% 5.08%

2014 4.87% 5.20% -4.72% 4.39%
2013 14.88% 6.49% 8.15% 9.20%
2012 13.04% -5.80% 6.38% 2.79%
2011 7.17% -3.07% -23.24% 17.19%
2010 8.28% -11.15% 13.43% 12.73%
2009 -6.55% 24.01% 28.30% 11.76%
2008 -8.72% 6.96% -16.59% -29.83%
2007 3.40% 9.12% -0.46% 0.52%
2006 6.12% -2.41% 3.68% 12.62%
2005 -1.55% -2.66% 5.08% 0.62%
2004 9.29% 3.49% -6.88% 12.86%
2003 -7.51% 30.10% 4.75% 12.20%
2002 2.60% -14.13% -19.54% 17.49%
2001 0.12% 7.22% -14.98% 25.13%
2000 9.63% 8.13% 0.88% 6.67%
1999 -9.04% 19.16% -8.47% 12.33%
1998 1.60% -2.55% -14.04% 10.85%
1997 2.48% 13.23% 12.83% -3.41%
1996 3.71% 10.97% 6.50% 2.92%
1995 6.44% 8.23% 6.94% 3.37%
1994 0.90% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 40
3-Month 8
1-Year 33
3-Year 8
5-Year 16

Load Adjusted Returns

1-Year 18.60%
3-Year 11.57%
5-Year 13.43%
10-Year 8.17%

Performance & Risk

YTD Return 4.07%
5y Average Return 13.02%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family AMG Funds
Net Assets 348.64M
YTD Return 3.57%
Yield 0.28%
Morningstar Rating
Inception Date Jul 06, 2004

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 mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap® Index.

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