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Nasdaq - Delayed Quote USD
AMG GW&K Core Bond ESG Fund (MBDLX)
9.05
0.00
(0.00%)
At close: April 4 at 8:01:29 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.44% |
| 5y Average Return | 0.08% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 9.78% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 9.78% |
| Worst 3Y Total Return | -3.59% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MBDLX
Category
- YTD
- 2.76%
- -1.22%
- 1-Month
- -0.13%
- 0.67%
- 3-Month
- 2.76%
- 1.77%
- 1-Year
- 4.74%
- 0.77%
- 3-Year
- 0.27%
- 5.26%
- 5-Year
- -0.04%
- 3.02%
- 10-Year
- 1.32%
- 3.31%
- Last Bull Market
- 6.48%
- 3.52%
- Last Bear Market
- -5.45%
- 3.25%
Annual Total Return (%) History
Year
MBDLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.76% | -- | -- | -- |
| 2024 | -0.72% | 0.00% | 5.35% | -3.25% |
| 2023 | 3.32% | -0.83% | -3.63% | 7.15% |
| 2022 | -5.83% | -5.45% | -5.08% | 2.11% |
| 2021 | -3.11% | 1.84% | -0.02% | -0.52% |
| 2020 | 0.37% | 5.02% | 0.91% | 1.08% |
| 2019 | 3.51% | 3.34% | 2.36% | 0.27% |
| 2018 | -1.74% | -0.45% | 0.20% | 0.99% |
| 2017 | 0.86% | 1.74% | 0.93% | 0.37% |
| 2016 | 3.24% | 2.41% | 0.62% | -3.44% |
| 2015 | 0.60% | -0.37% | -- | -- |
Rank in Category (By Total Return)
| YTD | 39 |
| 1-Month | 85 |
| 3-Month | 39 |
| 1-Year | 71 |
| 3-Year | 73 |
| 5-Year | 53 |
Load Adjusted Returns
| 1-Year | 4.74% |
| 3-Year | 0.27% |
| 5-Year | -0.04% |
| 10-Year | 1.32% |
Performance & Risk
| YTD Return | 3.44% |
| 5y Average Return | 0.08% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core Bond |
| Fund Family | AMG Funds |
| Net Assets | 113.9M |
| YTD Return | 2.76% |
| Yield | 3.60% |
| 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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