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Nasdaq - Delayed Quote USD

AMG GW&K ESG Bond I (MGBIX)

21.70
+0.09
+(0.42%)
At close: 8:02:12 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return -0.01%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Feb 20, 2025) 11.32%
Worst 1Y Total Return (Feb 20, 2025) --
Best 3Y Total Return 11.32%
Worst 3Y Total Return -2.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGBIX
Category
YTD
0.66%
-0.61%
1-Month
0.66%
0.77%
3-Month
0.05%
1.99%
1-Year
2.56%
3.06%
3-Year
-0.79%
5.69%
5-Year
-0.02%
3.75%
10-Year
1.94%
3.84%
Last Bull Market
6.71%
4.61%
Last Bear Market
-5.93%
1.87%

Annual Total Return (%) History

Year
MGBIX
Category
2024
1.75%
--
2023
6.85%
--
2022
-12.99%
--
2021
-1.05%
--
2020
7.56%
8.06%
2019
11.32%
8.94%
2018
-1.72%
-0.61%
2017
6.88%
4.27%

2016
5.28%
3.86%
2015
-2.06%
-0.45%
2014
5.88%
5.42%
2013
--
-0.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.46% 0.21% 5.28% -3.11%
2023 3.43% -0.45% -3.37% 7.40%
2022 -5.84% -5.93% -4.21% 2.55%
2021 -3.04% 2.03% 0.01% 0.01%
2020 -5.18% 6.22% 2.75% 3.93%
2019 4.05% 3.35% 1.99% 1.50%
2018 -0.83% -1.01% 1.15% -1.02%
2017 2.27% 2.38% 1.44% 0.63%
2016 2.95% 2.84% 1.61% -2.13%
2015 0.59% -1.41% -0.82% -0.42%

2014 3.16% 2.57% -0.60% 0.67%
2013 1.12% 1.40% -- --

Rank in Category (By Total Return)

YTD 42
1-Month 42
3-Month 69
1-Year 69
3-Year 34
5-Year 49

Load Adjusted Returns

1-Year 2.56%
3-Year -0.79%
5-Year -0.02%
10-Year 1.94%

Performance & Risk

YTD Return 1.23%
5y Average Return -0.01%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family AMG Funds
Net Assets 366.68M
YTD Return 0.66%
Yield 3.80%
Morningstar Rating
Inception Date Jun 01, 1984

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). The term “bond” includes any debt or fixed income securities. Up to 30% of its assets may be invested in below investment grade securities (commonly known as “junk bonds” or “high yield securities”). Up to 10% of the fund’s assets may be invested in non-U.S. dollar-denominated instruments, including sovereign and corporate bonds.

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