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How to invest in artificial intelligence
AI stocks are continuing to rally but what should you buy?
AMG GW&K Small Cap Core Z (GWEZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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30.91
+0.18
(+0.59%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.35%
5-year average return
7.94%
Number of years up
4
Number of years down
2
Best 1-yr total return (20 Jun 2024)
31.13%
Worst 1-yr total return (20 Jun 2024)
N/A
Best 3-yr total return
31.13%
Worst 3-yr total return
3.33%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
GWEZX
Category
YTD
2.97%
20.19%
1-month
4.28%
0.02%
3-month
0.19%
4.36%
1-year
17.34%
60.18%
3-year
-0.63%
11.32%
5-year
9.52%
13.88%
10-year
8.38%
11.19%
Last bull market
24.75%
27.98%
Last bear market
-13.08%
-24.08%
Annual total return (%) history
Year
GWEZX
Category
2024
N/A
N/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/A
12.28%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.11%
N/A
N/A
N/A
2023
1.27%
2.17%
-5.03%
10.35%
2022
-8.87%
-13.08%
-3.93%
10.07%
2021
12.41%
3.95%
-0.11%
4.07%
2020
-27.93%
24.96%
4.39%
25.74%
2019
12.82%
5.76%
1.33%
8.46%
2018
-0.46%
5.69%
2.01%
-19.62%
2017
5.00%
5.13%
4.66%
N/A
Rank in category (by total return)
YTD
58
1-month
72
3-month
90
1-year
84
3-year
78
5-year
63
Load adjusted returns
1-year
17.34%
3-year
-0.63%
5-year
9.52%
10-year
8.38%
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