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AMG River Road Dividend All Cap Value Fund (ARDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.73-0.01 (-0.10%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.43%
5-year average return5.72%
Number of years up13
Number of years down5
Best 1-yr total return (2 July 2024)32.05%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return32.05%
Worst 3-yr total return3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARDEXCategory
YTD5.64%4.44%
1-month-0.76%-4.04%
3-month0.05%4.09%
1-year9.23%14.37%
3-year3.20%6.04%
5-year6.06%9.20%
10-year6.20%8.57%
Last bull market17.95%22.97%
Last bear market-8.00%-11.27%

Annual total return (%) history

Year
ARDEXCategory
2024
N/AN/A
2023
2.02%11.63%
2022
-3.46%-5.90%
2021
21.48%26.22%
2020
-2.16%2.91%
2019
23.14%25.04%
2018
-7.65%-8.53%
2017
8.78%15.94%
2016
20.19%14.81%
2015
-4.80%-4.05%
2014
9.13%10.21%
2013
32.05%31.21%
2012
9.07%14.57%
2011
5.05%-0.75%
2010
18.58%13.66%
2009
21.33%24.13%
2008
-28.65%-37.09%
2007
0.55%1.42%
2006
25.51%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.59%0.05%N/AN/A
2023-0.12%-1.21%-4.86%8.68%
20221.50%-8.00%-6.59%10.69%
20219.21%5.31%-2.16%7.97%
2020-29.99%16.58%5.37%13.76%
201910.68%2.54%2.94%5.40%
2018-3.97%3.28%4.80%-11.15%
20172.43%0.19%2.12%3.81%
20167.58%1.61%3.13%6.62%
20150.62%-3.03%-6.49%4.34%
20140.38%4.27%-0.53%4.82%
201313.83%2.81%4.17%8.31%
20125.97%-0.23%4.06%-0.85%
20113.77%1.47%-10.43%11.38%
20105.46%-6.47%10.67%8.63%
2009-9.62%10.12%12.76%8.11%
2008-3.69%-4.10%-3.99%-19.54%
20071.59%5.37%-1.48%-4.65%
20068.12%1.97%5.23%8.18%
20052.71%1.51%N/AN/A

Rank in category (by total return)

YTD70
1-month60
3-month20
1-year89
3-year92
5-year96

Load adjusted returns

1-year9.23%
3-year3.20%
5-year6.06%
10-year6.20%