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AMG FUNDS IV - AMG GW&K U.S. Small Cap Growth Fund (ATASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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2.4100-0.0100 (-0.41%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return13.61%
5-year average return5.77%
Number of years up13
Number of years down5
Best 1-yr total return (3 Feb 2019)32.32%
Worst 1-yr total return (3 Feb 2019)-33.19%
Best 3-yr total return32.32%
Worst 3-yr total return-5.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATASXCategory
YTD25.52%12.40%
1-month1.94%3.37%
3-month-0.26%4.88%
1-year-1.16%55.69%
3-year13.32%19.34%
5-year8.36%20.72%
10-year10.26%13.98%
Last bull market27.79%27.85%
Last bear market-24.36%-24.06%

Annual total return (%) history

Year
ATASXCategory
2019
N/A27.68%
2018
-10.06%-5.76%
2017
24.81%21.50%
2016
8.45%11.20%
2015
-10.99%-2.41%
2014
0.19%2.44%
2013
27.72%40.91%
2012
16.69%13.15%
2011
-4.24%-3.55%
2010
31.26%26.98%
2009
32.32%35.46%
2008
-33.19%-41.55%
2007
0.27%7.59%
2006
27.84%10.81%
2005
2.34%6.02%
2004
11.95%12.41%
2003
56.86%45.54%
2002
-11.08%-27.88%
2001
13.57%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201919.73%5.11%-0.26%N/A
20181.47%7.25%4.95%-21.25%
20177.03%5.11%6.25%4.42%
2016-3.11%1.43%6.85%3.27%
20152.78%0.49%-10.67%-3.54%
2014-0.36%-0.58%-7.91%9.82%
201312.23%0.09%8.54%4.75%
201214.07%-2.74%7.50%-2.17%
20118.22%-0.44%-21.84%13.71%
20107.96%-9.79%15.41%16.79%
2009-6.03%16.25%16.41%4.05%
2008-14.72%4.60%1.08%-25.91%
20073.07%4.57%-6.36%-0.64%
200619.41%-5.43%1.48%11.57%
2005-5.19%3.00%4.99%-0.19%
20045.59%-1.95%-6.04%15.09%
2003-2.11%25.28%8.82%17.53%
20028.80%-1.87%-21.53%6.13%
2001-0.92%13.82%-14.63%17.96%

Rank in category (by total return)

YTD5
1-month10
3-month8
1-year15
3-year35
5-year71

Load adjusted returns

1-year-1.16%
3-year13.32%
5-year8.36%
10-year10.26%