Australia markets closed

AMG Funds III - AMG GW&K Mid Cap Fund (MCMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.85+0.51 (+2.10%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.83%
5-year average return9.00%
Number of years up17
Number of years down6
Best 1-yr total return (3 Feb 2019)31.04%
Worst 1-yr total return (3 Feb 2019)-44.65%
Best 3-yr total return31.04%
Worst 3-yr total return-11.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCMAXCategory
YTD7.38%10.80%
1-month2.00%4.43%
3-month10.69%7.00%
1-year44.60%48.17%
3-year11.96%21.26%
5-year10.40%20.18%
10-year0.00%14.07%
Last bull market25.93%27.14%
Last bear market-19.87%-21.26%

Annual total return (%) history

Year
MCMAXCategory
2020
19.50%39.26%
2019
25.19%32.52%
2018
-10.41%-6.65%
2017
25.46%23.91%
2016
7.07%6.03%
2015
-1.22%-0.95%
2014
11.53%7.00%
2013
31.04%34.93%
2012
8.57%14.07%
2011
-1.64%-3.96%
2010
26.45%24.61%
2009
25.20%39.11%
2008
-44.65%-43.77%
2007
21.55%15.09%
2006
3.91%9.00%
2005
12.72%9.84%
2004
18.25%13.23%
2003
30.56%35.96%
2002
-20.33%-27.24%
2001
-19.68%-19.98%
2000
27.94%-4.78%
1999
12.54%60.49%
1998
7.46%18.76%
1997
N/A17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.65%26.78%7.79%20.86%
201915.71%1.21%-1.77%8.83%
20181.06%0.59%5.17%-16.20%
20176.90%2.99%5.02%8.50%
2016-0.64%0.23%4.17%3.21%
20155.59%-1.07%-8.20%3.00%
20142.63%3.53%-1.31%6.36%
20138.66%0.51%9.02%10.06%
201214.87%-9.29%5.51%-1.25%
20117.97%1.56%-18.45%10.00%
20107.56%-9.75%13.17%15.11%
2009-5.00%9.26%15.99%3.99%
2008-12.92%8.31%-20.23%-26.43%
20076.13%7.67%4.69%1.60%
20067.30%-3.36%-3.52%3.87%
20050.00%3.73%8.05%0.57%
20046.22%0.33%-2.63%13.96%
2003-2.09%15.51%3.88%11.14%
20020.57%-8.09%-13.54%-0.33%
2001-12.14%-0.52%-14.18%7.08%
200023.65%-4.14%7.82%0.11%
1999-9.10%9.29%-7.84%22.92%
19987.13%-0.21%-14.50%17.57%
199714.35%16.70%0.77%N/A

Rank in category (by total return)

YTD17
1-month4
3-month25
1-year53
3-year90
5-year90

Load adjusted returns

1-year46.32%
3-year12.34%
5-year15.55%
10-year10.92%