Nasdaq - Delayed Quote • USD
AMG River Road Small-Mid Cap Value Fund (ARIMX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.00% |
| 5y Average Return | 8.63% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 19, 2024) | 32.60% |
| Worst 1Y Total Return (Apr 19, 2024) | -- |
| Best 3Y Total Return | 32.60% |
| Worst 3Y Total Return | 5.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARIMX
Category
- YTD
- 8.70%
- 26.79%
- 1-Month
- 5.74%
- -1.77%
- 3-Month
- 8.70%
- 4.45%
- 1-Year
- 22.62%
- 71.02%
- 3-Year
- 7.32%
- 9.35%
- 5-Year
- 10.53%
- 12.17%
- 10-Year
- 9.81%
- 9.95%
- Last Bull Market
- 43.99%
- 28.07%
- Last Bear Market
- -9.22%
- -24.24%
Annual Total Return (%) History
Year
ARIMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.70% | -- | -- | -- |
| 2023 | 1.60% | 2.24% | 1.54% | 8.66% |
| 2022 | -3.60% | -9.22% | -4.57% | 9.89% |
| 2021 | 14.35% | 2.65% | -2.88% | 8.45% |
| 2020 | -34.05% | 21.30% | 2.83% | 24.03% |
| 2019 | 15.94% | 5.34% | -1.90% | 10.68% |
| 2018 | 0.94% | 2.92% | 8.12% | -16.47% |
| 2017 | 4.42% | 6.16% | 2.54% | 1.83% |
| 2016 | 7.74% | 1.91% | 5.47% | 10.11% |
| 2015 | 3.39% | 1.77% | -9.55% | 2.24% |
| 2014 | 1.10% | 1.31% | -6.34% | 4.26% |
| 2013 | 13.15% | 2.13% | 5.95% | 4.57% |
| 2012 | 8.41% | 0.36% | 2.97% | 3.45% |
| 2011 | 5.74% | -2.23% | -15.46% | 14.64% |
| 2010 | 8.51% | -8.30% | 8.92% | 12.58% |
| 2009 | -7.37% | 12.90% | 12.13% | 2.22% |
| 2008 | -4.83% | 3.49% | -4.68% | -22.33% |
| 2007 | -4.88% | -6.11% | -- | -- |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 20 |
| 3-Month | 8 |
| 1-Year | 33 |
| 3-Year | 30 |
| 5-Year | 39 |
Load Adjusted Returns
| 1-Year | 22.62% |
| 3-Year | 7.32% |
| 5-Year | 10.53% |
| 10-Year | 9.81% |
Performance & Risk
| YTD Return | 3.00% |
| 5y Average Return | 8.63% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | AMG Funds |
| Net Assets | 318.59M |
| YTD Return | 8.70% |
| Yield | 0.30% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2007 |
Fund Summary
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500™ Index. Value investing involves buying stocks that the subadviser believes are out of favor and/or undervalued in comparison to their peers or their prospects for growth.