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AMG River Road Dividend All Cap Value I (ARIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.71-0.01 (-0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.45%
5-year average return5.96%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)32.40%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.40%
Worst 3-yr total return3.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARIDXCategory
YTD5.67%4.44%
1-month-0.70%-4.04%
3-month0.11%4.09%
1-year9.40%14.37%
3-year3.44%6.04%
5-year6.31%9.20%
10-year6.46%8.57%
Last bull market17.99%22.97%
Last bear market-7.87%-11.27%

Annual total return (%) history

Year
ARIDXCategory
2024
N/AN/A
2023
2.29%11.63%
2022
-3.20%-5.90%
2021
21.81%26.22%
2020
-1.88%2.91%
2019
23.37%25.04%
2018
-7.33%-8.53%
2017
9.05%15.94%
2016
20.49%14.81%
2015
-4.56%-4.05%
2014
9.41%10.21%
2013
32.40%31.21%
2012
9.35%14.57%
2011
5.21%-0.75%
2010
19.01%13.66%
2009
21.50%24.13%
2008
-28.41%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.55%0.11%N/AN/A
2023-0.16%-1.04%-4.80%8.76%
20221.47%-7.87%-6.53%10.78%
20219.29%5.38%-2.18%8.13%
2020-29.95%16.69%5.45%13.84%
201910.65%2.70%2.93%5.48%
2018-3.94%3.36%4.87%-11.01%
20172.47%0.27%2.18%3.87%
20167.64%1.67%3.20%6.69%
20150.68%-2.97%-6.36%4.32%
20140.44%4.41%-0.53%4.89%
201313.91%2.88%4.24%8.39%
20126.04%-0.17%4.12%-0.79%
20113.83%1.44%-10.39%11.45%
20105.53%-6.42%10.86%8.70%
2009-9.56%10.04%12.84%8.19%
2008-3.63%-4.05%-3.94%-19.41%
2007-1.47%-4.58%N/AN/A

Rank in category (by total return)

YTD70
1-month57
3-month19
1-year89
3-year91
5-year93

Load adjusted returns

1-year9.40%
3-year3.44%
5-year6.31%
10-year6.46%