Nasdaq - Delayed Quote USD

AMG Veritas Global Real Return I (BLUEX)

36.89 -0.03 (-0.08%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.50%
5y Average Return 9.18%
Number of Years Up 24
Number of Years Down 8
Best 1Y Total Return (Apr 24, 2024) 35.23%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 35.23%
Worst 3Y Total Return 0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BLUEX
Category
YTD
4.91%
9.18%
1-Month
2.38%
-0.20%
3-Month
4.91%
3.85%
1-Year
11.18%
22.90%
3-Year
2.22%
7.45%
5-Year
10.49%
7.00%
10-Year
10.64%
4.81%
Last Bull Market
22.00%
11.80%
Last Bear Market
-7.28%
-12.04%

Annual Total Return (%) History

Year
BLUEX
Category
2024
--
--
2023
14.35%
--
2022
-14.17%
--
2021
3.45%
--
2020
34.60%
7.89%
2019
35.23%
11.90%
2018
-5.04%
-6.29%
2017
27.86%
11.18%

2016
5.88%
2.34%
2015
-0.05%
-2.02%
2014
8.54%
2.92%
2013
33.13%
14.62%
2012
6.74%
5.15%
2011
-10.34%
-2.81%
2010
18.76%
4.13%
2009
9.28%
10.46%
2008
-43.84%
-15.40%
2007
23.46%
4.42%
2006
10.89%
7.23%
2005
8.39%
4.77%
2004
19.27%
5.06%
2003
29.39%
8.46%
2002
-13.49%
2.05%
2001
-22.81%
5.37%
2000
6.81%
9.57%
1999
49.36%
3.99%
1998
-0.98%
12.54%
1997
19.25%
16.27%
1996
23.23%
12.82%
1995
32.33%
14.12%
1994
2.31%
-0.62%
1993
27.20%
12.85%
1992
13.13%
10.02%
1991
--
15.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.91% -- -- --
2023 7.90% 2.09% -2.07% 6.00%
2022 -2.00% -7.28% -8.36% 3.08%
2021 -0.28% 5.36% -0.38% -1.16%
2020 -15.13% 22.22% 13.37% 14.46%
2019 17.72% 6.94% -1.19% 8.72%
2018 3.51% 3.15% 10.82% -19.74%
2017 8.25% 4.98% 7.38% 4.77%
2016 -1.67% 2.56% 3.39% 1.55%
2015 4.17% -1.22% -6.96% 4.40%

2014 -1.59% 3.98% 0.24% 5.82%
2013 10.19% 3.70% 7.03% 8.86%
2012 17.09% -12.44% 6.07% -1.84%
2011 4.68% -2.27% -18.03% 6.93%
2010 6.16% -13.48% 9.83% 17.72%
2009 -9.54% 6.25% 8.50% 4.79%
2008 -12.21% 7.84% -28.61% -16.90%
2007 2.37% 8.81% 8.13% 2.50%
2006 7.57% -4.31% 2.30% 5.30%
2005 -2.50% 3.83% 8.97% -1.74%
2004 6.97% -1.18% 0.12% 12.69%
2003 -1.36% 15.64% 1.90% 11.31%
2002 -2.54% -0.24% -11.55% 0.60%
2001 -11.97% -0.25% -11.98% -0.14%
2000 17.25% -8.38% -4.03% 3.60%
1999 3.36% 10.38% -0.34% 31.37%
1998 3.46% 0.51% -19.93% 18.93%
1997 -1.47% 14.42% 19.91% -11.78%
1996 9.17% 2.22% 5.38% 4.79%
1995 8.74% 15.91% 13.40% -7.42%
1994 -0.42% -4.55% 7.78% -0.13%
1993 2.06% 9.75% 13.14% 0.38%
1992 -5.10% -4.43% 7.11% 16.45%
1991 -5.51% 10.65% 7.07% --

Rank in Category (By Total Return)

YTD 76
1-Month 62
3-Month 76
1-Year 72
3-Year 69
5-Year 15

Load Adjusted Returns

1-Year 11.18%
3-Year 2.22%
5-Year 10.49%
10-Year 10.64%

Performance & Risk

YTD Return 2.50%
5y Average Return 9.18%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.52
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family AMG Funds
Net Assets 116.24M
YTD Return 4.91%
Yield 0.03%
Morningstar Rating
Inception Date Jan 10, 1991

Fund Summary

The fund primarily invests in equity securities listed or traded on exchanges. The adviser intends to invest primarily in developed markets and economies, although it may invest in emerging markets. It may invest up to 25% of its net assets in emerging market countries. The fund will generally invest in mid-to large-capitalization companies, although the fund may also invest in small-capitalization companies. It is non-diversified.

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