UK markets open in 1 hour 25 minutes

AMG GW&K Small Cap Core Z (GWEZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
30.91+0.18 (+0.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.35%
5-year average return7.94%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)31.13%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return31.13%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGWEZXCategory
YTD2.97%20.19%
1-month4.28%0.02%
3-month0.19%4.36%
1-year17.34%60.18%
3-year-0.63%11.32%
5-year9.52%13.88%
10-year8.38%11.19%
Last bull market24.75%27.98%
Last bear market-13.08%-24.08%

Annual total return (%) history

Year
GWEZXCategory
2024
N/AN/A
2023
8.44%N/A
2022
-16.25%N/A
2021
21.48%N/A
2020
18.21%10.99%
2019
31.13%23.75%
2018
-13.73%-12.72%
2017
N/A12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20231.27%2.17%-5.03%10.35%
2022-8.87%-13.08%-3.93%10.07%
202112.41%3.95%-0.11%4.07%
2020-27.93%24.96%4.39%25.74%
201912.82%5.76%1.33%8.46%
2018-0.46%5.69%2.01%-19.62%
20175.00%5.13%4.66%N/A

Rank in category (by total return)

YTD58
1-month72
3-month90
1-year84
3-year78
5-year63

Load adjusted returns

1-year17.34%
3-year-0.63%
5-year9.52%
10-year8.38%