Nasdaq - Delayed Quote USD

AMG Beutel Goodman Core Plus Bond N (ADBLX)

8.58 0.00 (0.00%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.81%
5y Average Return -0.75%
Number of Years Up 7
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 9.27%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 9.27%
Worst 3Y Total Return -3.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ADBLX
Category
YTD
-0.43%
-0.61%
1-Month
0.81%
0.77%
3-Month
-0.43%
1.99%
1-Year
0.78%
3.06%
3-Year
-2.90%
5.69%
5-Year
-0.29%
3.75%
10-Year
1.34%
3.84%
Last Bull Market
3.12%
4.61%
Last Bear Market
-5.83%
1.87%

Annual Total Return (%) History

Year
ADBLX
Category
2024
--
--
2023
5.02%
--
2022
-14.28%
--
2021
-0.04%
--
2020
4.97%
8.06%
2019
7.89%
8.94%
2018
-0.48%
-0.61%
2017
4.59%
4.27%

2016
4.11%
3.86%
2015
-0.06%
-0.45%
2014
6.87%
5.42%
2013
-1.73%
-0.90%
2012
9.27%
7.76%
2011
--
6.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.43% -- -- --
2023 3.76% -1.06% -3.92% 6.46%
2022 -6.24% -5.83% -3.83% 0.95%
2021 -2.13% 2.24% 0.06% -0.17%
2020 -5.25% 6.88% 1.87% 1.76%
2019 2.96% 3.05% 1.18% 0.51%
2018 -0.95% -0.26% 0.35% 0.38%
2017 1.50% 1.67% 1.07% 0.28%
2016 2.49% 2.52% 1.29% -2.18%
2015 1.74% -0.66% -0.25% -0.86%

2014 2.81% 2.85% 0.31% 0.76%
2013 0.51% -3.05% 0.37% 0.47%
2012 2.63% 2.33% 3.06% 0.96%
2011 1.94% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 90
3-Month 64
1-Year 94
3-Year 78
5-Year 91

Load Adjusted Returns

1-Year 0.78%
3-Year -2.90%
5-Year -0.29%
10-Year 1.34%

Performance & Risk

YTD Return -2.81%
5y Average Return -0.75%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family AMG Funds
Net Assets 124.96M
YTD Return -0.43%
Yield 4.01%
Morningstar Rating
Inception Date Jul 18, 2011

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities. Up to 20% of its assets may be invested in non-U.S. dollar-denominated instruments. The fund may invest up to 30% of its assets in below investment grade securities (common known as “junk bonds” or “high yield securities”).

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