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NasdaqGM - Delayed Quote USD
AMG GW&K Small Cap Value Z (SKSZX)
28.31
+0.11
+(0.39%)
At close: March 7 at 8:02:39 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.27% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SKSZX | Category Average | SKSZX | Category Average | SKSZX | Category Average | |
| Alpha | -7.39 | -0.09 | -5.08 | -0.06 | -6.66 | -0.06 |
| BETA | 1.09 | 0.01 | 1.19 | 0.01 | 1.2 | 0.01 |
| Mean Annual Return | 0.56 | 0.01 | 1.24 | 0.01 | 0.76 | 0.01 |
| R-squared | 63.75 | 0.83 | 68.75 | 0.77 | 67.94 | 0.78 |
| Standard Deviation | 23 | 0.26 | 25.35 | 0.21 | 22.2 | 0.19 |
| Sharpe Ratio | 0.1 | 0 | 0.48 | 0.01 | 0.32 | 0.01 |
| Treynor Ratio | -0.24 | 0.08 | 8.02 | 0.1 | 4.03 | 0.09 |
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