Nasdaq - Delayed Quote USD

AMG Veritas Global Focus N (MFQAX)

17.36 +0.16 (+0.93%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.74%
5y Average Return 7.33%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 40.16%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 40.16%
Worst 3Y Total Return -0.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFQAX
Category
YTD
8.14%
12.38%
1-Month
3.34%
5.09%
3-Month
8.14%
10.28%
1-Year
18.63%
41.70%
3-Year
4.85%
22.56%
5-Year
9.00%
21.98%
10-Year
8.44%
15.99%
Last Bull Market
36.09%
25.99%
Last Bear Market
-13.61%
-17.29%

Annual Total Return (%) History

Year
MFQAX
Category
2024
--
--
2023
22.46%
--
2022
-21.13%
--
2021
16.95%
--
2020
8.16%
35.86%
2019
27.85%
31.90%
2018
-3.89%
-2.09%
2017
17.97%
27.67%

2016
9.61%
3.23%
2015
-2.43%
3.60%
2014
13.19%
10.00%
2013
40.16%
33.92%
2012
13.65%
15.34%
2011
1.64%
-2.46%
2010
23.64%
15.53%
2009
19.96%
35.68%
2008
-40.96%
-40.67%
2007
9.42%
13.35%
2006
--
7.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.14% -- -- --
2023 11.63% 3.95% -3.49% 9.35%
2022 -4.70% -13.61% -10.37% 6.90%
2021 5.97% 6.31% -0.37% 4.19%
2020 -24.98% 20.18% 7.12% 12.00%
2019 9.78% 3.34% 1.57% 10.95%
2018 0.23% 5.63% 8.17% -16.09%
2017 5.02% 1.82% 5.42% 4.66%
2016 1.14% -0.59% 3.74% 5.08%
2015 2.30% -0.16% -6.15% 1.79%

2014 3.06% 3.47% -0.48% 6.66%
2013 12.99% 3.33% 7.23% 11.95%
2012 13.10% -2.91% 4.53% -0.99%
2011 6.70% 0.56% -16.44% 13.36%
2010 8.09% -9.52% 11.18% 13.71%
2009 -10.69% 12.59% 14.47% 4.21%
2008 -14.34% 4.35% -10.79% -25.96%
2007 7.64% 4.95% 0.81% -3.92%
2006 -1.74% 1.92% 7.70% --

Rank in Category (By Total Return)

YTD 90
1-Month 9
3-Month 90
1-Year 99
3-Year 82
5-Year 97

Load Adjusted Returns

1-Year 18.63%
3-Year 4.85%
5-Year 9.00%
10-Year 8.44%

Performance & Risk

YTD Return 3.74%
5y Average Return 7.33%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family AMG Funds
Net Assets 29.67M
YTD Return 8.14%
Yield 0.08%
Morningstar Rating
Inception Date Dec 18, 2000

Fund Summary

The adviser intends to invest in equity securities of a relatively select group of global companies, identified through a bottom up stock picking approach with certain strategic themes identified by the Subadviser. The fund will generally invest in mid-to large-capitalization companies, although it may also invest in small-capitalization companies. The fund invests at least 35% of its net assets in investments economically tied to countries other than the U.S. and it will hold investments economically tied to a minimum of three countries other than the U.S. The fund is non-diversified.

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