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AMG Renaissance Large Cap Growth Z (MRLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.32+0.01 (+0.05%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.97%
5-year average return15.79%
Number of years up10
Number of years down4
Best 1-yr total return (23 June 2024)35.58%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return35.58%
Worst 3-yr total return7.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRLIXCategory
YTD7.45%12.38%
1-month2.07%5.09%
3-month-0.84%10.28%
1-year24.94%41.70%
3-year9.90%22.56%
5-year16.53%21.98%
10-year13.15%15.99%
Last bull market26.01%25.99%
Last bear market-14.06%-17.29%

Annual total return (%) history

Year
MRLIXCategory
2024
N/AN/A
2023
25.54%N/A
2022
-16.83%N/A
2021
30.54%N/A
2020
23.90%35.86%
2019
35.58%31.90%
2018
-6.88%-2.09%
2017
22.50%27.67%
2016
9.38%3.23%
2015
-1.06%3.60%
2014
20.15%10.00%
2013
34.95%33.92%
2012
17.62%15.34%
2011
-3.90%-2.46%
2010
15.99%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.27%N/AN/AN/A
20236.70%7.47%-3.26%13.17%
2022-9.12%-14.06%-3.57%10.42%
20214.66%8.85%1.04%13.40%
2020-19.09%25.69%11.32%9.44%
201915.34%5.65%2.44%8.61%
2018-1.21%0.87%8.03%-13.49%
20177.79%1.73%4.40%7.00%
20160.36%-1.99%4.97%5.92%
20152.10%-0.68%-6.98%4.89%
20143.23%4.78%1.42%9.53%
20139.59%3.86%6.15%11.71%
201216.29%-6.16%7.34%0.41%
20115.41%-0.07%-19.52%13.36%
20104.44%-12.00%11.46%13.23%
200911.67%4.21%N/AN/A

Rank in category (by total return)

YTD84
1-month93
3-month88
1-year83
3-year18
5-year37

Load adjusted returns

1-year24.94%
3-year9.90%
5-year16.53%
10-year13.15%