Nasdaq - Delayed Quote USD
AMG GW&K Core Bond ESG Fund (MBGVX)
8.89
-0.05
(-0.56%)
At close: 8:01:30 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 | 9.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 3.34% |
| 5y Average Return | -0.34% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBGVX | Category Average | MBGVX | Category Average | MBGVX | Category Average | |
| Alpha | -0.28 | 0 | 0.25 | 0 | -0.49 | 0 |
| BETA | 1.08 | 0.01 | 1.08 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.02 | 0 | -0.02 | 0 | 0.09 | 0 |
| R-squared | 99.45 | 0.84 | 98.58 | 0.86 | 95.76 | 0.86 |
| Standard Deviation | 8.34 | 0.04 | 6.96 | 0.03 | 5.54 | 0.03 |
| Sharpe Ratio | -0.52 | 0.01 | -0.43 | 0.01 | -0.16 | 0.01 |
| Treynor Ratio | -4.37 | 0.07 | -2.97 | 0.02 | -0.98 | 0.03 |
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