Nasdaq - Delayed Quote USD

AMG GW&K Small Cap Value N (SKSEX)

29.80 -0.03 (-0.10%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 52.79%
Worst 1Y Total Return --
Number of Years Up 25
Number of Years Down 11

Performance & Risk

YTD Return 0.13%
5y Average Return 7.62%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SKSEXCategory AverageSKSEXCategory AverageSKSEXCategory Average
Alpha -5.36 -0.09 -5.56 -0.06 -6.93 -0.06
BETA 0.97 0.01 1.22 0.01 1.2 0.01
Mean Annual Return 0.57 0.01 1.1 0.01 0.74 0.01
R-squared 68.79 0.83 74.48 0.77 69.91 0.78
Standard Deviation 20.52 0.26 25.82 0.21 21.73 0.19
Sharpe Ratio 0.19 0 0.43 0.01 0.34 0.01
Treynor Ratio 1.96 0.08 6.6 0.1 4.29 0.09

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