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AMG River Road Mid Cap Value I (ABMIX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.54% |
| 5y Average Return | 12.88% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 21, 2024) | 66.64% |
| Worst 1Y Total Return (Oct 21, 2024) | -- |
| Best 3Y Total Return | 66.64% |
| Worst 3Y Total Return | -0.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ABMIX
Category
- YTD
- 10.54%
- 21.28%
- 1-Month
- 1.69%
- -1.96%
- 3-Month
- 7.82%
- 4.90%
- 1-Year
- 23.52%
- 55.83%
- 3-Year
- 11.61%
- 11.08%
- 5-Year
- 12.72%
- 11.93%
- 10-Year
- 7.83%
- 10.64%
- Last Bull Market
- 26.33%
- 25.54%
- Last Bear Market
- -14.08%
- -22.08%
Annual Total Return (%) History
Year
ABMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.34% | -5.37% | 7.82% | -- |
| 2023 | 4.48% | 5.90% | -0.46% | 11.75% |
| 2022 | -3.64% | -14.08% | -2.63% | 13.97% |
| 2021 | 12.26% | 6.74% | -0.66% | 11.21% |
| 2020 | -30.38% | 18.08% | 5.37% | 20.20% |
| 2019 | 14.94% | 0.80% | -5.42% | 5.62% |
| 2018 | -4.48% | 0.81% | 1.40% | -16.41% |
| 2017 | 6.16% | -0.88% | 0.82% | 5.38% |
| 2016 | 3.65% | -2.97% | 9.24% | 13.20% |
| 2015 | 2.33% | -2.21% | -14.59% | 5.14% |
| 2014 | 4.95% | 5.27% | -4.66% | 4.46% |
| 2013 | 14.95% | 6.53% | 8.25% | 9.24% |
| 2012 | 13.11% | -5.72% | 6.41% | 2.89% |
| 2011 | 7.23% | -3.03% | -23.16% | 17.26% |
| 2010 | 8.34% | -11.10% | 13.46% | 12.83% |
| 2009 | -6.42% | 24.02% | 28.38% | 11.84% |
| 2008 | -8.69% | 7.07% | -16.54% | -29.82% |
| 2007 | 3.49% | 9.19% | -0.42% | 0.61% |
| 2006 | 6.13% | -2.32% | 3.74% | 12.70% |
| 2005 | -1.51% | -2.61% | 5.19% | 0.70% |
| 2004 | 12.99% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 24 |
| 3-Month | 76 |
| 1-Year | 70 |
| 3-Year | 9 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 23.52% |
| 3-Year | 11.61% |
| 5-Year | 12.72% |
| 10-Year | 7.83% |
Performance & Risk
| YTD Return | 11.54% |
| 5y Average Return | 12.88% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | AMG Funds |
| Net Assets | 340.8M |
| YTD Return | 10.54% |
| Yield | 0.35% |
| Morningstar Rating | |
| Inception Date | Jul 06, 2004 |
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 securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap? Index.
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