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AMG Veritas Global Real Return I (BLUEX)

36.92 -0.19 (-0.51%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.23%
Worst 1Y Total Return --
Number of Years Up 24
Number of Years Down 8

Performance & Risk

YTD Return 3.03%
5y Average Return 9.30%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.52
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BLUEXCategory AverageBLUEXCategory AverageBLUEXCategory Average
Alpha -5.1 -0.02 -0.23 -0.02 0.47 -0.03
BETA 0.52 0.01 0.67 0 0.77 0.01
Mean Annual Return 0.23 0.01 0.92 0.01 0.93 0
R-squared 70.18 0.58 71.03 0.54 69.98 0.54
Standard Deviation 11.01 0.13 14.58 0.11 13.91 0.1
Sharpe Ratio -0.01 0 0.61 0.01 0.69 0
Treynor Ratio -1.42 0.05 12.42 0.16 11.9 0.07

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