Nasdaq - Delayed Quote USD

AMG River Road Small Cap Value N (ARSVX)

15.28 -0.06 (-0.39%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.42%
5y Average Return 8.53%
Number of Years Up 11
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 30.73%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 30.73%
Worst 3Y Total Return 4.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARSVX
Category
YTD
8.17%
26.79%
1-Month
5.37%
-1.77%
3-Month
8.17%
4.45%
1-Year
21.26%
71.02%
3-Year
7.59%
9.35%
5-Year
10.10%
12.17%
10-Year
8.97%
9.95%
Last Bull Market
42.94%
28.07%
Last Bear Market
-9.21%
-24.24%

Annual Total Return (%) History

Year
ARSVX
Category
2024
--
--
2023
14.77%
--
2022
-6.41%
--
2021
21.05%
--
2020
1.84%
4.02%
2019
29.67%
21.43%
2018
-6.96%
-15.46%
2017
11.76%
8.54%

2016
26.96%
25.99%
2015
-1.34%
-6.71%
2014
-0.44%
3.34%
2013
30.73%
36.22%
2012
13.40%
16.00%
2011
-2.28%
-4.45%
2010
19.08%
26.17%
2009
21.10%
31.32%
2008
-30.23%
-32.24%
2007
-5.96%
-6.08%
2006
30.83%
16.27%
2005
--
6.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.17% -- -- --
2023 2.38% 2.91% 0.35% 8.54%
2022 -3.09% -9.21% -2.90% 9.55%
2021 12.94% 2.60% -2.73% 7.39%
2020 -32.80% 19.73% 1.43% 24.79%
2019 14.79% 5.79% -2.78% 9.83%
2018 -0.23% 4.09% 6.30% -15.72%
2017 2.02% 4.70% 1.40% 3.19%
2016 5.43% 2.41% 4.78% 12.22%
2015 2.43% 2.62% -8.63% 2.71%

2014 2.01% -0.91% -7.02% 5.94%
2013 12.50% 3.37% 6.27% 5.78%
2012 8.44% -0.89% 2.84% 2.60%
2011 4.48% -2.63% -15.83% 14.13%
2010 7.37% -8.34% 7.30% 12.76%
2009 -8.01% 16.81% 11.55% 1.03%
2008 -5.74% 0.08% -4.09% -22.89%
2007 3.22% 2.52% -5.19% -6.27%
2006 10.91% 3.39% 3.84% 9.88%
2005 5.89% 2.83% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 28
3-Month 10
1-Year 41
3-Year 28
5-Year 48

Load Adjusted Returns

1-Year 21.26%
3-Year 7.59%
5-Year 10.10%
10-Year 8.97%

Performance & Risk

YTD Return 4.42%
5y Average Return 8.53%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family AMG Funds
Net Assets 1.07B
YTD Return 8.17%
Yield 0.00%
Morningstar Rating
Inception Date Dec 13, 2006

Fund Summary

Under normal conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. The fund may also invest in mid-cap companies, which the adviser currently considers to be companies with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell Midcap® Index.

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