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AMG River Road Focused Absolute Value N (ARRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.65+0.27 (+2.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.56%
5-year average return6.30%
Number of years up5
Number of years down3
Best 1-yr total return (30 May 2024)34.25%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return34.25%
Worst 3-yr total return-1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARRFXCategory
YTD4.61%17.04%
1-month-5.30%-0.01%
3-month2.92%5.47%
1-year15.39%50.44%
3-year0.14%13.15%
5-year4.56%13.75%
10-year0.00%11.35%
Last bull market23.71%25.95%
Last bear market-15.71%-22.55%

Annual total return (%) history

Year
ARRFXCategory
2024
N/AN/A
2023
12.19%N/A
2022
-16.39%N/A
2021
15.05%N/A
2020
-1.06%12.39%
2019
34.25%26.21%
2018
-3.95%-11.15%
2017
10.58%15.93%
2016
25.92%14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.46%N/AN/AN/A
20230.77%4.49%-1.78%8.48%
2022-6.17%-15.71%-5.65%12.04%
20216.63%6.93%-4.21%5.34%
2020-30.17%13.39%6.86%16.93%
201915.21%4.49%0.74%10.70%
2018-0.18%3.82%6.08%-12.63%
20172.63%3.62%3.41%0.56%
20166.48%0.20%8.27%9.01%

Rank in category (by total return)

YTD21
1-month29
3-month73
1-year60
3-year82
5-year96

Load adjusted returns

1-year15.39%
3-year0.14%
5-year4.56%
10-yearN/A