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AMG Trilogy Emerging Wealth Equity I (TYWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.240.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.49%
5-year average return0.00%
Number of years up4
Number of years down4
Best 1-yr total return (8 Feb 2024)42.57%
Worst 1-yr total return (8 Feb 2024)N/A
Best 3-yr total return42.57%
Worst 3-yr total return-12.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTYWSXCategory
YTD0.39%8.73%
1-month0.39%1.20%
3-month2.09%5.47%
1-year-15.63%41.79%
3-year-12.19%11.48%
5-year0.09%12.18%
10-year0.00%4.39%
Last bull market4.93%17.73%
Last bear market-2.65%-25.55%

Annual total return (%) history

Year
TYWSXCategory
2023
-7.15%N/A
2022
-14.22%N/A
2021
-15.50%N/A
2020
25.34%17.90%
2019
28.49%19.25%
2018
-18.99%-16.07%
2017
42.57%34.17%
2016
6.73%8.47%
2015
N/A-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.97%-4.81%-6.02%-3.88%
2022-12.84%-2.65%-12.32%15.29%
20211.80%-1.58%-13.77%-2.19%
2020-21.00%19.86%11.72%18.48%
201918.76%0.76%-3.77%11.59%
20180.62%-3.53%-5.65%-11.54%
20179.80%9.21%9.83%8.25%
20162.10%-0.43%11.96%-6.22%
2015-1.61%-13.00%6.68%N/A

Rank in category (by total return)

YTD4
1-month4
3-month97
1-year100
3-year90
5-year81

Load adjusted returns

1-year-15.63%
3-year-12.19%
5-year0.09%
10-yearN/A