Nasdaq - Delayed Quote USD

AMG GW&K Core Bond ESG Fund (MBGVX)

8.90
+0.01
+(0.11%)
At close: 8:01:29 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return -1.25%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 9.36%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 9.36%
Worst 3Y Total Return -3.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MBGVX
Category
YTD
2.83%
-1.22%
1-Month
0.17%
0.67%
3-Month
2.31%
1.77%
1-Year
7.23%
0.77%
3-Year
1.32%
5.26%
5-Year
-0.97%
3.02%
10-Year
0.97%
3.31%
Last Bull Market
6.23%
3.52%
Last Bear Market
-5.55%
3.25%

Annual Total Return (%) History

Year
MBGVX
Category
2025
--
--
2024
0.78%
--
2023
5.39%
--
2022
-14.04%
--
2021
-2.25%
--
2020
6.98%
7.52%
2019
9.36%
8.06%
2018
-1.37%
-0.50%

2017
3.53%
3.71%
2016
2.32%
3.23%
2015
--
-0.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.66% -- -- --
2024 -0.83% -0.10% 5.25% -3.35%
2023 3.22% -0.93% -3.72% 7.05%
2022 -5.92% -5.55% -5.17% 2.01%
2021 -3.20% 1.74% -0.12% -0.62%
2020 0.17% 4.91% 0.81% 0.98%
2019 3.41% 3.23% 2.26% 0.18%
2018 -1.83% -0.55% 0.10% 0.92%
2017 0.75% 1.54% 0.93% 0.27%
2016 3.14% 2.31% 0.52% -3.54%

2015 0.50% -0.47% -- --

Rank in Category (By Total Return)

YTD 78
1-Month 84
3-Month 75
1-Year 90
3-Year 89
5-Year 89

Load Adjusted Returns

1-Year 7.23%
3-Year 1.32%
5-Year -0.97%
10-Year 0.97%

Performance & Risk

YTD Return 1.23%
5y Average Return -1.25%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family AMG Funds
Net Assets 113.32M
YTD Return 2.83%
Yield 3.23%
Morningstar Rating
Inception Date May 08, 2015

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds. The fund normally invests in bonds that are rated “investment grade” by a nationally recognized statistical rating organization (“NRSRO”), such as Moody’s Investors Service,Inc.(“Moody’s”) or S&P Global Ratings (“S&P”), at the time of purchase.

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