Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NasdaqGM - Delayed Quote USD
AMG GW&K Small Cap Value N (SKSEX)
28.27
+0.42
+(1.51%)
At close: 6:49:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.45% |
| 5y Average Return | 17.80% |
| Number of Years Up | 26 |
| Number of Years Down | 11 |
| Best 1Y Total Return (Mar 31, 2025) | 51.59% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 51.59% |
| Worst 3Y Total Return | 2.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SKSEX
Category
- YTD
- -2.17%
- 20.19%
- 1-Month
- -3.91%
- 0.02%
- 3-Month
- -9.44%
- 4.36%
- 1-Year
- 8.43%
- 60.18%
- 3-Year
- 3.97%
- 11.32%
- 5-Year
- 11.96%
- 13.88%
- 10-Year
- 6.57%
- 11.19%
- Last Bull Market
- 21.62%
- 27.98%
- Last Bear Market
- -13.31%
- -24.08%
Annual Total Return (%) History
Year
SKSEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.17% | -5.13% | 7.48% | 4.10% |
| 2023 | 4.04% | 0.97% | -2.26% | 14.36% |
| 2022 | -5.66% | -13.31% | -4.35% | 8.25% |
| 2021 | 19.39% | 2.79% | 0.75% | 7.50% |
| 2020 | -39.07% | 26.10% | 5.74% | 27.14% |
| 2019 | 12.70% | 5.68% | -1.55% | 9.71% |
| 2018 | -1.34% | 3.43% | -0.07% | -20.57% |
| 2017 | 0.44% | 1.10% | 5.78% | 0.91% |
| 2016 | 2.97% | -2.94% | 5.66% | 14.88% |
| 2015 | 3.06% | 1.05% | -10.21% | 0.48% |
| 2014 | 0.20% | 1.05% | -5.96% | 9.25% |
| 2013 | 16.62% | 2.91% | 12.20% | 12.57% |
| 2012 | 13.88% | -7.75% | 6.50% | 6.67% |
| 2011 | 7.26% | -3.03% | -21.42% | 19.85% |
| 2010 | 8.76% | -10.80% | 10.60% | 17.49% |
| 2009 | -12.27% | 33.86% | 23.32% | 5.51% |
| 2008 | -11.11% | -1.90% | -4.58% | -28.08% |
| 2007 | 1.39% | 5.84% | -6.92% | -9.81% |
| 2006 | 12.70% | -3.87% | 0.83% | 8.66% |
| 2005 | -1.19% | 3.67% | 5.59% | 2.50% |
| 2004 | 6.08% | -0.98% | -0.99% | 12.13% |
| 2003 | -6.23% | 21.93% | 7.21% | 14.81% |
| 2002 | 11.87% | -1.39% | -20.91% | 6.27% |
| 2001 | -0.86% | 13.38% | -15.77% | 20.32% |
| 2000 | 3.77% | 3.76% | 8.18% | 6.64% |
| 1999 | -11.83% | 15.25% | -12.54% | -2.45% |
| 1998 | 11.27% | -5.44% | -20.49% | 10.96% |
| 1997 | 2.42% | 19.30% | 15.68% | -4.19% |
| 1996 | 3.34% | 11.64% | 3.46% | 9.23% |
| 1995 | 1.41% | 4.79% | 6.56% | 0.57% |
| 1994 | -0.84% | -3.34% | 4.62% | -1.44% |
| 1993 | 7.65% | 0.87% | 5.38% | 7.41% |
| 1992 | 12.31% | -1.97% | 5.81% | 22.28% |
| 1991 | 27.81% | -0.08% | 7.66% | 7.19% |
| 1990 | 2.96% | 4.99% | -20.54% | 5.62% |
| 1989 | 10.47% | 5.53% | 9.64% | -2.92% |
| 1988 | 18.52% | 9.19% | -1.06% | 1.37% |
| 1987 | 4.01% | -23.03% | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 18 |
| 3-Month | 48 |
| 1-Year | 30 |
| 3-Year | 55 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 8.43% |
| 3-Year | 3.97% |
| 5-Year | 11.96% |
| 10-Year | 6.57% |
Performance & Risk
| YTD Return | -8.45% |
| 5y Average Return | 17.80% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | AMG Funds |
| Net Assets | 222.11M |
| YTD Return | -2.17% |
| Yield | 0.77% |
| Morningstar Rating | |
| Inception Date | Apr 23, 1987 |
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 equity securities of small-capitalization companies. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.
Related Tickers
BIPIX ProFunds Biotechnology UltraSector Fund
37.99
+4.77%
BIPSX ProFunds Biotechnology UltraSector Fund
19.78
+4.77%
UMPSX ProFunds UltraMid Cap Fund
46.08
+3.13%
UMPIX ProFunds UltraMid Cap Fund
59.84
+3.12%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
50.46
+2.85%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
63.59
+2.85%
BPTIX Baron Partners Institutional
188.44
+2.65%
BPTRX Baron Partners Retail
180.35
+2.65%
LCMGX Lord Abbett Micro Cap Growth Fund
17.50
+2.58%
LMIYX Lord Abbett Micro Cap Growth I
18.33
+2.57%
LFMGX Lord Abbett Micro Cap Growth F
18.33
+2.57%
WWNPX Kinetics Paradigm No Load
157.18
+2.44%
KNPCX Kinetics Paradigm Adv C
132.18
+2.44%
KNPYX Kinetics Paradigm Instl
159.49
+2.44%
KNPAX Kinetics Paradigm Adv A
149.02
+2.44%
LSHUX Kinetics Spin-Off and Corp Rest Instl
38.61
+2.41%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
34.38
+2.41%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
38.31
+2.41%
LSHEX Kinetics Spin-Off and Corp Rest No Load
40.48
+2.40%
CMSCX Columbia Small Cap Growth Inst
25.71
+2.39%
CCRIX Columbia Small Cap Growth Fund
22.30
+2.39%
CSCRX Columbia Small Cap Growth Inst2
26.24
+2.38%
CSGYX Columbia Small Cap Growth Inst3
26.71
+2.38%
CMSHX Columbia Small Cap Growth S
25.71
+2.35%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
41.02
+2.35%
RYAHX Rydex Mid-Cap 1.5x Strategy A
121.99
+2.34%
RYMDX Rydex Mid-Cap 1.5x Strategy H
122.56
+2.34%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
42.04
+2.34%
CGOAX Columbia Small Cap Growth A
23.23
+2.33%
CGOCX Columbia Small Cap Growth C
16.25
+2.33%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
39.66
+2.32%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
42.33
+2.32%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
41.15
+2.31%
DNSMX Driehaus Small Cap Growth Institutional
19.89
+2.26%
DVSMX Driehaus Small Cap Growth Investor
19.48
+2.26%
KINAX Kinetics Internet Adv A
92.97
+2.22%
KINCX Kinetics Internet Adv C
75.52
+2.22%
WWWFX Kinetics Internet No Load
103.23
+2.22%
DHLTX Diamond Hill Select I
23.52
+2.22%
DHTAX Diamond Hill Select Fund
23.12
+2.21%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
19.19
+2.18%
WISGX Segall Bryant & Hamill Small Cap GrInstl
19.77
+2.17%
DHTYX Diamond Hill Select Fund
23.65
+2.16%
SSYGX BNY Mellon Small Cap Gr Y
37.40
+2.16%
FIJYX Fidelity Advisor Biotechnology Z
28.10
+2.14%
SSETX BNY Mellon Small Cap Gr I
37.28
+2.14%
PVIVX Paradigm Micro-Cap
47.58
+2.12%
KSOAX Kinetics Small Cap Opportunities Adv A
184.19
+2.11%
KSCOX Kinetics Small Cap Opportunities No Load
192.48
+2.11%
KSCYX Kinetics Small Cap Opportunities Inst
197.49
+2.10%
KSOCX Kinetics Small Cap Opportunities Adv C
172.09
+2.10%
FGSIX Federated Hermes MDT Mid Cap Growth IS
59.04
+2.09%
FGSCX Federated Hermes MDT Mid Cap Growth C
23.97
+2.09%
BDFUX Baron Discovery Fund
31.31
+2.09%
WSMRX William Blair Small-Mid Cap Growth R6
25.49
+2.08%
FGSKX Federated Hermes MDT Mid Cap Growth R6
50.52
+2.08%
FGSAX Federated Hermes MDT Mid Cap Growth A
54.98
+2.08%
CMGYX Columbia Select Mid Cap Gro Fd I3
26.11
+2.07%
CBSAX Columbia Select Mid Cap Growth Fund A
21.79
+2.06%
BDFIX Baron Discovery Fund
31.30
+2.05%
DADGX Dunham Small Cap Growth A
16.40
+2.05%
BDFFX Baron Discovery Fund
30.38
+2.05%
CLSPX Columbia Select Mid Cap Gro Fd I
25.50
+2.04%
CMGVX Columbia Select Mid Cap Gro Fd I2
26.01
+2.04%
CLSDX Columbia Select Mid Cap Gro S
25.51
+2.04%
LMVWX Lord Abbett Focused Small Cap Value R6
27.65
+2.03%
LMVOX Lord Abbett Focused Small Cap Value F3
27.65
+2.03%
QSMRX AQR Small Cap Momentum Style R6
17.66
+2.02%
ASMNX AQR Small Cap Momentum Style N
17.77
+2.01%
ASMOX AQR Small Cap Momentum Style I
17.77
+2.01%
LMVVX Lord Abbett Focused Small Cap Value R5
27.55
+2.00%
LFVAX Lord Abbett Focused Small Cap Value A
25.00
+2.00%
DNDGX Dunham Small Cap Growth Fund
17.93
+1.99%
LFSFX Lord Abbett Focused Small Cap Value F
27.71
+1.99%
LFVCX Lord Abbett Focused Small Cap Value C
26.23
+1.98%
FCDTX Fidelity Stock Selector Small Cap Fund
31.71
+1.96%
FCDAX Fidelity Stock Selector Small Cap Fund
33.33
+1.96%
ACWIX AMG GW&K Small/Mid Cap Growth I
16.68
+1.96%
TCMSX Voya Small Cap Growth I
38.67
+1.95%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
21.96
+1.95%
VLNPX Voya Small Cap Growth R6
38.72
+1.95%
FDSCX Fidelity Stock Selector Small Cap
34.62
+1.94%
WBSNX William Blair Small Cap Growth N
26.27
+1.94%
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
34.76
+1.94%
FCDCX Fidelity Stock Selector Small Cap Fund
28.44
+1.94%
FCDIX Fidelity Stock Selector Small Cap Fund
34.81
+1.93%
WBSRX William Blair Small Cap Growth R6
32.22
+1.93%
NEAIX Needham Aggressive Growth Institutional
43.92
+1.93%
QISGX Federated Hermes MDT Small Cap Growth IS
25.47
+1.92%
CSMCX Congress Small Cap Growth Institutional
43.04
+1.92%
NEAGX Needham Aggressive Growth Retail
41.55
+1.91%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
20.82
+1.91%
WBSIX William Blair Small Cap Growth I
32.07
+1.91%
FCCGX Fidelity Small Cap Growth Fund
22.57
+1.90%
FCPGX Fidelity Small Cap Growth
30.30
+1.88%
CSMVX Congress Small Cap Growth Retail
37.37
+1.88%
PICMX Virtus KAR Mid-Cap Growth I
58.00
+1.88%
FCIGX Fidelity Advisor Small Cap Growth I
30.38
+1.88%
ATHAX American Century Heritage A
18.48
+1.87%
FIDGX Fidelity Advisor Small Cap Growth Z
30.63
+1.86%