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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBDLX | Category Average | MBDLX | Category Average | MBDLX | Category Average | |
| Alpha | 0.12 | 0 | 0.64 | 0 | -0.09 | 0 |
| BETA | 1.08 | 0.01 | 1.08 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.05 | 0 | 0.02 | 0 | 0.12 | 0 |
| R-squared | 99.54 | 0.84 | 98.58 | 0.86 | 95.7 | 0.86 |
| Standard Deviation | 8.33 | 0.04 | 6.95 | 0.03 | 5.54 | 0.03 |
| Sharpe Ratio | -0.48 | 0.01 | -0.37 | 0.01 | -0.09 | 0.01 |
| Treynor Ratio | -4 | 0.07 | -2.61 | 0.02 | -0.6 | 0.03 |
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