MBEAX - AMG GW&K Global Allocation Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.02%
5-Year Average Return2.17%
Number of Years Up20
Number of Years Down5
Best 1 Yr Total Return (May 31, 2023)20.06%
Worst 1 Yr Total Return (May 31, 2023)N/A
Best 3-Yr Total Return20.06%
Worst 3-Yr Total Return-0.87%
Trailing Returns (%) Vs. Benchmarks
ReturnMBEAXCategory
YTD4.02%8.60%
1-Month-0.48%0.11%
3-Month1.61%4.82%
1-Year1.75%25.33%
3-Year1.87%8.02%
5-Year2.17%8.06%
10-Year5.38%6.03%
Last Bull Market17.36%13.54%
Last Bear Market-10.09%-13.20%
Annual Total Return (%) History
YearMBEAXCategory
2023N/AN/A
2022-20.04%N/A
20212.44%N/A
202018.92%6.18%
201916.96%16.10%
2018-2.89%-8.26%
201715.54%14.79%
20164.59%6.04%
20152.19%-4.15%
20149.69%1.54%
201317.14%10.07%
20129.86%10.74%
20116.45%-3.99%
201011.14%10.58%
200920.06%24.37%
2008-18.68%-28.98%
20074.63%11.39%
200613.73%16.61%
20054.24%6.56%
20049.45%15.24%
200323.85%25.32%
2002-12.47%-2.16%
2001-6.37%-3.23%
20007.29%0.23%
199929.53%21.83%
199812.45%9.68%
1997N/A13.17%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20234.81%N/AN/AN/A
2022-11.54%-10.09%-6.77%7.82%
2021-0.61%4.08%-3.07%2.17%
2020-15.26%15.13%8.40%12.46%
20197.27%3.38%1.26%4.15%
20180.19%2.76%4.68%-9.89%
20174.55%2.37%3.21%4.60%
20160.01%1.89%2.20%0.43%
20153.39%-0.52%-3.89%3.37%
20142.26%3.96%0.52%2.64%
20135.56%1.14%4.96%4.54%
20127.28%-1.28%4.16%-0.40%
20114.72%2.07%-6.93%7.00%
20104.58%-5.56%6.84%5.32%
2009-5.86%12.03%10.73%2.80%
2008-4.57%-0.34%-5.32%-9.69%
20070.83%3.46%0.43%-0.14%
20063.53%-0.72%4.91%5.47%
2005-0.52%1.77%1.44%1.50%
20042.86%-0.19%-0.46%7.11%
20030.82%10.81%2.07%8.62%
20020.02%-7.47%-9.41%4.40%
2001-5.78%3.43%-7.72%4.11%
200015.75%-2.28%7.06%-11.39%
1999-0.48%7.77%0.92%19.67%
199813.24%-0.46%-11.71%12.99%
199710.18%13.89%-3.51%N/A
Rank In Category (By Total Return)
YTD42
1-Month88
3-Month60
1-Year22
3-Year87
5-Year58
Load Adjusted Returns
1-Year2.60%
3-Year4.02%
5-Year3.01%
10-Year5.58%
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