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AMG Chicago Equity Partners Balanced Z (MBEYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.820.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.51%
5-year average return3.19%
Number of years up21
Number of years down5
Best 1-yr total return (8 Feb 2024)20.44%
Worst 1-yr total return (8 Feb 2024)N/A
Best 3-yr total return20.44%
Worst 3-yr total return-4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBEYXCategory
YTD0.43%8.60%
1-month0.43%0.11%
3-month7.62%4.82%
1-year0.15%25.33%
3-year-4.08%8.02%
5-year3.22%8.06%
10-year5.07%6.03%
Last bull market17.58%13.54%
Last bear market-10.01%-13.20%

Annual total return (%) history

Year
MBEYXCategory
2023
5.65%N/A
2022
-19.85%N/A
2021
2.73%N/A
2020
19.27%6.18%
2019
17.21%16.10%
2018
-2.68%-8.26%
2017
15.90%14.79%
2016
4.82%6.04%
2015
2.44%-4.15%
2014
9.97%1.54%
2013
17.45%10.07%
2012
10.09%10.74%
2011
6.77%-3.99%
2010
11.42%10.58%
2009
20.44%24.37%
2008
-18.51%-28.98%
2007
4.87%11.39%
2006
13.98%16.61%
2005
4.57%6.56%
2004
10.04%15.24%
2003
24.51%25.32%
2002
-12.06%-2.16%
2001
-5.83%-3.23%
2000
7.82%0.23%
1999
30.17%21.83%
1998
12.90%9.68%
1997
N/A13.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.81%1.35%-4.86%4.54%
2022-11.54%-10.01%-6.74%7.96%
2021-0.59%4.19%-3.04%2.29%
2020-15.21%15.26%8.44%12.55%
20197.33%3.47%1.26%4.23%
20180.19%2.86%4.75%-9.85%
20174.64%2.41%3.31%4.68%
20160.07%1.94%2.25%0.50%
20153.43%-0.39%-3.85%3.42%
20142.31%4.06%0.57%2.71%
20135.65%1.20%5.05%4.58%
20127.35%-1.21%4.12%-0.29%
20114.82%2.12%-6.89%7.12%
20104.61%-5.45%6.94%5.34%
2009-5.75%12.10%10.90%2.79%
2008-4.48%-0.28%-5.32%-9.64%
20070.89%3.51%0.50%-0.07%
20063.57%-0.74%5.02%5.58%
2005-0.40%1.84%1.58%1.48%
20042.98%-0.06%-0.33%7.28%
20031.06%10.95%2.19%8.67%
20020.13%-7.36%-9.19%4.39%
2001-5.70%3.63%-7.63%4.32%
200015.93%-2.15%7.20%-11.34%
1999-0.36%7.86%1.12%19.78%
199813.30%-0.33%-11.65%13.16%
199710.32%14.05%-3.32%N/A

Rank in category (by total return)

YTD20
1-month20
3-month82
1-year86
3-year98
5-year78

Load adjusted returns

1-year0.15%
3-year-4.08%
5-year3.22%
10-year5.07%