Advertisement
U.S. Markets closed

AMG River Road Mid Cap Value I (ABMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
24.38+0.10 (+0.41%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.54%
5-Year Average Return12.88%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Oct 20, 2024)66.64%
Worst 1 Yr Total Return (Oct 20, 2024)N/A
Best 3-Yr Total Return66.64%
Worst 3-Yr Total Return-0.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnABMIXCategory
YTD10.54%21.28%
1-Month1.69%-1.96%
3-Month7.82%4.90%
1-Year23.52%55.83%
3-Year11.61%11.08%
5-Year12.72%11.93%
10-Year7.83%10.64%
Last Bull Market26.33%25.54%
Last Bear Market-14.08%-22.08%

Annual Total Return (%) History

Year
ABMIXCategory
2024
N/AN/A
2023
23.08%N/A
2022
-8.11%N/A
2021
32.39%N/A
2020
4.12%2.63%
2019
15.74%25.18%
2018
-18.37%-12.86%
2017
11.80%13.22%
2016
24.36%18.06%
2015
-10.13%-5.41%
2014
10.03%9.31%
2013
44.82%35.14%
2012
16.75%16.60%
2011
-6.30%-3.96%
2010
23.31%21.92%
2009
66.64%35.41%
2008
-42.74%-36.77%
2007
13.21%0.83%
2006
21.20%15.87%
2005
1.61%8.82%
2004
N/A17.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.34%-5.37%7.82%N/A
20234.48%5.90%-0.46%11.75%
2022-3.64%-14.08%-2.63%13.97%
202112.26%6.74%-0.66%11.21%
2020-30.38%18.08%5.37%20.20%
201914.94%0.80%-5.42%5.62%
2018-4.48%0.81%1.40%-16.41%
20176.16%-0.88%0.82%5.38%
20163.65%-2.97%9.24%13.20%
20152.33%-2.21%-14.59%5.14%
20144.95%5.27%-4.66%4.46%
201314.95%6.53%8.25%9.24%
201213.11%-5.72%6.41%2.89%
20117.23%-3.03%-23.16%17.26%
20108.34%-11.10%13.46%12.83%
2009-6.42%24.02%28.38%11.84%
2008-8.69%7.07%-16.54%-29.82%
20073.49%9.19%-0.42%0.61%
20066.13%-2.32%3.74%12.70%
2005-1.51%-2.61%5.19%0.70%
200412.99%N/AN/AN/A

Rank In Category (By Total Return)

YTD74
1-Month24
3-Month76
1-Year70
3-Year9
5-Year23

Load Adjusted Returns

1-Year23.52%
3-Year11.61%
5-Year12.72%
10-Year7.83%