Nasdaq - Delayed Quote USD

AMG Funds III - AMG GW&K Mid Cap Fund (MCMAX)

24.85 +0.51 (+2.10%)
At close: November 19 at 8:01:19 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 11.83%
5y Average Return 9.00%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 31.04%
Worst 1Y Total Return (Feb 4, 2019) -44.65%
Best 3Y Total Return 31.04%
Worst 3Y Total Return -11.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCMAX
Category
YTD
7.38%
10.80%
1-Month
2.00%
4.43%
3-Month
10.69%
7.00%
1-Year
44.60%
48.17%
3-Year
11.96%
21.26%
5-Year
10.40%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
25.93%
27.14%
Last Bear Market
-19.87%
-21.26%

Annual Total Return (%) History

Year
MCMAX
Category
2020
19.50%
39.26%
2019
25.19%
32.52%
2018
-10.41%
-6.65%
2017
25.46%
23.91%
2016
7.07%
6.03%
2015
-1.22%
-0.95%
2014
11.53%
7.00%
2013
31.04%
34.93%

2012
8.57%
14.07%
2011
-1.64%
-3.96%
2010
26.45%
24.61%
2009
25.20%
39.11%
2008
-44.65%
-43.77%
2007
21.55%
15.09%
2006
3.91%
9.00%
2005
12.72%
9.84%
2004
18.25%
13.23%
2003
30.56%
35.96%
2002
-20.33%
-27.24%
2001
-19.68%
-19.98%
2000
27.94%
-4.78%
1999
12.54%
60.49%
1998
7.46%
18.76%
1997
--
17.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -27.65% 26.78% 7.79% 20.86%
2019 15.71% 1.21% -1.77% 8.83%
2018 1.06% 0.59% 5.17% -16.20%
2017 6.90% 2.99% 5.02% 8.50%
2016 -0.64% 0.23% 4.17% 3.21%
2015 5.59% -1.07% -8.20% 3.00%
2014 2.63% 3.53% -1.31% 6.36%
2013 8.66% 0.51% 9.02% 10.06%
2012 14.87% -9.29% 5.51% -1.25%
2011 7.97% 1.56% -18.45% 10.00%

2010 7.56% -9.75% 13.17% 15.11%
2009 -5.00% 9.26% 15.99% 3.99%
2008 -12.92% 8.31% -20.23% -26.43%
2007 6.13% 7.67% 4.69% 1.60%
2006 7.30% -3.36% -3.52% 3.87%
2005 0.00% 3.73% 8.05% 0.57%
2004 6.22% 0.33% -2.63% 13.96%
2003 -2.09% 15.51% 3.88% 11.14%
2002 0.57% -8.09% -13.54% -0.33%
2001 -12.14% -0.52% -14.18% 7.08%
2000 23.65% -4.14% 7.82% 0.11%
1999 -9.10% 9.29% -7.84% 22.92%
1998 7.13% -0.21% -14.50% 17.57%
1997 14.35% 16.70% 0.77% --

Rank in Category (By Total Return)

YTD 17
1-Month 4
3-Month 25
1-Year 53
3-Year 90
5-Year 90

Load Adjusted Returns

1-Year 46.32%
3-Year 12.34%
5-Year 15.55%
10-Year 10.92%

Performance & Risk

YTD Return 11.83%
5y Average Return 9.00%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family AMG Funds
Net Assets 94.19M
YTD Return 7.38%
Yield 0.32%
Morningstar Rating
Inception Date Jan 13, 1997

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks of U.S. companies with medium market capitalizations. The advisor currently defines medium market capitalization companies as those with a market capitalization within the market capitalization range of the companies represented in the Russell Midcap® Index. The fund may also invest in securities of companies outside of the medium-market capitalization range.

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