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Nasdaq - Delayed Quote USD

AMG GW&K ESG Bond N (MGFIX)

21.69
+0.09
+(0.42%)
At close: 8:02:12 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.21%
5y Average Return -0.22%
Number of Years Up 34
Number of Years Down 6
Best 1Y Total Return (Feb 20, 2025) 12.04%
Worst 1Y Total Return (Feb 20, 2025) --
Best 3Y Total Return 12.04%
Worst 3Y Total Return -2.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGFIX
Category
YTD
0.69%
-0.61%
1-Month
0.69%
0.77%
3-Month
-0.00%
1.99%
1-Year
2.35%
3.06%
3-Year
-0.98%
5.69%
5-Year
-0.22%
3.75%
10-Year
1.78%
3.84%
Last Bull Market
6.54%
4.61%
Last Bear Market
-5.94%
1.87%

Annual Total Return (%) History

Year
MGFIX
Category
2024
1.50%
--
2023
6.69%
--
2022
-13.17%
--
2021
-1.30%
--
2020
7.34%
8.06%
2019
11.11%
8.94%
2018
-1.82%
-0.61%
2017
6.77%
4.27%

2016
5.15%
3.86%
2015
-2.15%
-0.45%
2014
5.81%
5.42%
2013
1.06%
-0.90%
2012
12.04%
7.76%
2011
6.06%
6.27%
2010
10.43%
8.51%
2009
31.17%
15.12%
2008
-16.31%
-3.86%
2007
7.06%
5.62%
2006
7.84%
4.48%
2005
2.29%
2.09%
2004
5.14%
4.59%
2003
10.77%
6.32%
2002
10.98%
8.44%
2001
9.64%
7.84%
2000
9.44%
10.08%
1999
3.66%
-1.06%
1998
3.30%
7.25%
1997
10.42%
9.73%
1996
4.97%
4.19%
1995
30.91%
19.51%
1994
-7.26%
-4.27%
1993
11.58%
11.26%
1992
7.89%
7.60%
1991
19.10%
17.56%
1990
7.76%
6.74%
1989
13.80%
12.07%
1988
8.72%
8.05%
1987
2.52%
1.70%
1986
17.50%
14.23%
1985
19.79%
21.00%
1984
--
14.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.51% 0.16% 5.18% -3.16%
2023 3.42% -0.55% -3.42% 7.40%
2022 -5.89% -5.94% -4.26% 2.45%
2021 -3.09% 1.94% -0.00% -0.08%
2020 -5.22% 6.17% 2.66% 3.92%
2019 3.97% 3.34% 1.94% 1.45%
2018 -0.86% -1.03% 1.12% -1.05%
2017 2.25% 2.35% 1.46% 0.56%
2016 2.89% 2.85% 1.58% -2.18%
2015 0.56% -1.43% -0.89% -0.40%

2014 3.14% 2.58% -0.66% 0.68%
2013 1.54% -2.86% 1.09% 1.35%
2012 3.72% 1.54% 4.25% 2.04%
2011 2.40% 2.55% -0.34% 1.35%
2010 4.13% 1.56% 5.01% -0.57%
2009 -0.43% 16.27% 11.13% 1.95%
2008 -0.26% -0.45% -10.31% -6.03%
2007 1.17% -0.28% 3.24% 2.79%
2006 0.08% 0.07% 5.84% 1.74%
2005 -0.55% 1.84% 0.49% 0.50%
2004 2.61% -3.20% 3.86% 1.92%
2003 2.36% 6.09% -0.21% 2.22%
2002 -0.41% 4.85% 3.25% 2.94%
2001 3.65% 1.59% 2.46% 1.62%
2000 4.98% -0.01% 2.44% 1.77%
1999 3.50% 0.97% -0.55% -0.26%
1998 2.97% 1.80% -3.19% 1.79%
1997 -1.43% 5.46% 5.15% 1.01%
1996 -3.57% -0.12% 2.58% 6.26%
1995 9.69% 9.49% 3.20% 5.62%
1994 -3.40% -3.05% -0.06% -0.90%
1993 2.93% 3.73% 3.68% 0.80%
1992 -1.29% 4.28% 4.11% 0.67%
1991 4.23% 1.97% 6.32% 5.40%
1990 -1.03% 4.12% -0.01% 4.59%
1989 1.46% 5.99% 2.42% 3.33%
1988 4.96% 0.74% 1.75% 1.06%
1987 2.32% -2.87% -3.01% 6.35%
1986 8.66% 1.22% 2.14% 4.60%
1985 1.17% 6.14% 3.29% 8.00%
1984 6.13% 6.79% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 32
3-Month 75
1-Year 76
3-Year 41
5-Year 59

Load Adjusted Returns

1-Year 2.35%
3-Year -0.98%
5-Year -0.22%
10-Year 1.78%

Performance & Risk

YTD Return 1.21%
5y Average Return -0.22%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family AMG Funds
Net Assets 366.68M
YTD Return 0.69%
Yield 3.60%
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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