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AMG River Road Small-Mid Cap Value N (ARSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.450.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return7.84%
Number of years up10
Number of years down6
Best 1-yr total return (20 Jun 2024)32.38%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return32.38%
Worst 3-yr total return4.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARSMXCategory
YTD5.37%26.79%
1-month2.62%-1.77%
3-month2.51%4.45%
1-year25.59%71.02%
3-year4.53%9.35%
5-year9.80%12.17%
10-year9.44%9.95%
Last bull market22.19%28.07%
Last bear market-9.21%-24.24%

Annual total return (%) history

Year
ARSMXCategory
2024
N/AN/A
2023
14.40%N/A
2022
-8.53%N/A
2021
23.33%N/A
2020
1.71%4.02%
2019
32.38%21.43%
2018
-6.44%-15.46%
2017
15.35%8.54%
2016
27.13%25.99%
2015
-2.76%-6.71%
2014
-0.32%3.34%
2013
27.74%36.22%
2012
15.58%16.00%
2011
-0.12%-4.45%
2010
21.65%26.17%
2009
19.65%31.32%
2008
-27.31%-32.24%
2007
N/A-6.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
20231.65%2.21%1.48%8.50%
2022-3.71%-9.21%-4.72%9.81%
202114.27%2.62%-2.97%8.39%
2020-34.15%21.30%2.75%23.92%
201915.85%5.34%-1.95%10.64%
20180.95%2.70%8.16%-16.57%
20174.22%6.14%2.46%1.78%
20167.53%1.94%5.26%10.18%
20153.31%1.67%-9.58%2.39%
20141.00%1.32%-6.51%4.19%
201313.00%2.15%5.89%4.51%
20128.33%0.24%3.00%3.33%
20115.65%-2.24%-15.61%14.59%
20108.40%-8.43%8.96%12.48%
2009-7.39%12.76%12.16%2.14%
2008-4.93%3.38%-4.69%-22.40%
20073.98%-4.88%-6.14%N/A

Rank in category (by total return)

YTD19
1-month93
3-month63
1-year42
3-year31
5-year67

Load adjusted returns

1-year25.59%
3-year4.53%
5-year9.80%
10-year9.44%