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NasdaqGM - Delayed Quote USD
AMG GW&K Small Cap Value Z (SKSZX)
28.31
+0.11
+(0.39%)
At close: 8:02:39 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.78% |
| 5y Average Return | 11.97% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 6, 2025) | 33.27% |
| Worst 1Y Total Return (Mar 6, 2025) | -- |
| Best 3Y Total Return | 33.27% |
| Worst 3Y Total Return | 2.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SKSZX
Category
- YTD
- -2.12%
- 20.19%
- 1-Month
- -3.86%
- 0.02%
- 3-Month
- -9.36%
- 4.36%
- 1-Year
- 8.75%
- 60.18%
- 3-Year
- 4.24%
- 11.32%
- 5-Year
- 12.24%
- 13.88%
- 10-Year
- 6.78%
- 11.19%
- Last Bull Market
- 21.79%
- 27.98%
- Last Bear Market
- -13.26%
- -24.08%
Annual Total Return (%) History
Year
SKSZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.19% | -5.06% | 7.55% | 4.19% |
| 2023 | 4.10% | 1.05% | -2.19% | 14.46% |
| 2022 | -5.62% | -13.26% | -4.29% | 8.28% |
| 2021 | 19.46% | 2.82% | 0.84% | 7.59% |
| 2020 | -39.05% | 26.23% | 5.81% | 27.22% |
| 2019 | 12.76% | 5.76% | -1.48% | 9.75% |
| 2018 | -1.29% | 3.52% | 0.00% | -20.53% |
| 2017 | 1.17% | 5.84% | 0.97% | -- |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 18 |
| 3-Month | 46 |
| 1-Year | 27 |
| 3-Year | 52 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 8.75% |
| 3-Year | 4.24% |
| 5-Year | 12.24% |
| 10-Year | 6.78% |
Performance & Risk
| YTD Return | -6.78% |
| 5y Average Return | 11.97% |
| Rank in Category (ytd) | 50 |
| % 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 | -2.12% |
| Yield | 1.04% |
| 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.
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