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Nasdaq - Delayed Quote USD

AMG GW&K Core Bond ESG Fund (MBDFX)

9.05
+0.03
+(0.33%)
At close: 8:03:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.96%
5y Average Return -0.07%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Apr 2, 2025) 9.69%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 9.69%
Worst 3Y Total Return -3.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MBDFX
Category
YTD
2.88%
-1.22%
1-Month
2.33%
0.67%
3-Month
1.02%
1.77%
1-Year
5.82%
0.77%
3-Year
-0.65%
5.26%
5-Year
-0.76%
3.02%
10-Year
1.24%
3.31%
Last Bull Market
6.43%
3.52%
Last Bear Market
-5.46%
3.25%

Annual Total Return (%) History

Year
MBDFX
Category
2025
--
--
2024
1.23%
--
2023
5.73%
--
2022
-13.85%
--
2021
-1.84%
--
2020
7.33%
7.52%
2019
9.69%
8.06%
2018
-1.11%
-0.50%

2017
3.88%
3.71%
2016
2.76%
3.23%
2015
-0.57%
-0.26%
2014
5.17%
5.18%
2013
-1.99%
-1.42%
2012
8.63%
7.01%
2011
4.78%
5.86%
2010
7.98%
7.72%
2009
17.18%
13.97%
2008
-0.14%
-4.70%
2007
8.84%
4.70%
2006
3.41%
4.15%
2005
2.89%
1.80%
2004
5.33%
3.91%
2003
5.32%
5.10%
2002
9.78%
8.04%
2001
9.77%
7.64%
2000
12.77%
9.44%
1999
-1.24%
-1.35%
1998
10.00%
7.36%
1997
9.72%
8.81%
1996
5.22%
3.47%
1995
21.25%
17.71%
1994
-4.01%
-4.01%
1993
--
10.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.74% -- -- --
2024 -0.74% 0.10% 5.33% -3.26%
2023 3.30% -0.74% -3.64% 7.01%
2022 -5.84% -5.46% -5.09% 1.97%
2021 -3.13% 1.91% -0.13% -0.44%
2020 0.35% 4.99% 0.89% 0.97%
2019 3.49% 3.31% 2.33% 0.26%
2018 -1.85% -0.47% 0.27% 0.95%
2017 0.74% 1.72% 0.91% 0.45%
2016 3.32% 2.39% 0.60% -3.45%

2015 1.52% -2.15% 0.58% -0.48%
2014 1.51% 2.17% -0.21% 1.62%
2013 0.24% -3.40% 1.19% 0.03%
2012 2.22% 2.40% 3.02% 0.74%
2011 1.32% 2.03% -0.83% 2.21%
2010 2.73% 2.87% 3.52% -1.30%
2009 1.24% 8.22% 5.82% 1.06%
2008 3.03% -1.90% -3.49% 2.37%
2007 1.90% -1.45% 4.34% 3.87%
2006 -0.43% -0.40% 3.74% 0.52%
2005 -0.41% 3.36% -0.43% 0.39%
2004 2.94% -2.48% 3.66% 1.22%
2003 2.05% 2.82% -0.32% 0.71%
2002 0.42% 2.47% 4.00% 2.59%
2001 3.05% -0.07% 6.37% 0.23%
2000 2.93% 1.94% 2.91% 4.44%
1999 -0.28% -1.51% 0.54% 0.02%
1998 1.54% 2.30% 5.25% 0.61%
1997 -0.65% 4.33% 3.38% 2.39%
1996 -2.08% 0.60% 2.92% 3.80%
1995 6.02% 6.38% 2.04% 5.35%
1994 -2.78% -1.20% 0.81% -0.87%
1993 2.94% -0.42% -- --

Rank in Category (By Total Return)

YTD 21
1-Month 13
3-Month 61
1-Year 54
3-Year 72
5-Year 82

Load Adjusted Returns

1-Year 5.82%
3-Year -0.65%
5-Year -0.76%
10-Year 1.24%

Performance & Risk

YTD Return 2.96%
5y Average Return -0.07%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family AMG Funds
Net Assets 115.04M
YTD Return 2.88%
Yield 3.49%
Morningstar Rating
Inception Date Apr 30, 1993

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds. The fund normally invests in bonds that are rated “investment grade” by a nationally recognized statistical rating organization (“NRSRO”), such as Moody’s Investors Service,Inc.(“Moody’s”) or S&P Global Ratings (“S&P”), at the time of purchase.

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