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AMG River Road Focused Absolute Value Z (ARRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.42+0.01 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.85%
5-year average return4.49%
Number of years up3
Number of years down3
Best 1-yr total return (2 July 2024)34.71%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return34.71%
Worst 3-yr total return-1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARRZXCategory
YTD5.63%17.04%
1-month-1.03%-0.01%
3-month-4.46%5.47%
1-year12.62%50.44%
3-year0.23%13.15%
5-year4.95%13.75%
10-year0.00%11.35%
Last bull market23.79%25.95%
Last bear market-15.63%-22.55%

Annual total return (%) history

Year
ARRZXCategory
2024
N/AN/A
2023
12.55%N/A
2022
-16.19%N/A
2021
15.37%N/A
2020
-0.81%12.39%
2019
34.71%26.21%
2018
-3.71%-11.15%
2017
N/A15.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.56%-4.46%N/AN/A
20230.86%4.66%-1.78%8.55%
2022-6.10%-15.63%-5.55%12.00%
20216.70%6.99%-4.14%5.42%
2020-30.11%13.43%6.91%17.02%
201915.26%4.64%0.82%10.78%
2018-0.18%3.90%6.22%-12.60%
20170.67%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month49
3-month77
1-year56
3-year84
5-year97

Load adjusted returns

1-year12.62%
3-year0.23%
5-year4.95%
10-yearN/A