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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBGVX | Category Average | MBGVX | Category Average | MBGVX | Category Average | |
| Alpha | -0.36 | 0 | -0.03 | 0 | -0.51 | 0 |
| BETA | 1.09 | 0.01 | 1.08 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.14 | 0 | -0.06 | 0 | 0.09 | 0 |
| R-squared | 99.39 | 0.84 | 98.92 | 0.86 | 95.75 | 0.86 |
| Standard Deviation | 7.97 | 0.04 | 6.83 | 0.03 | 5.54 | 0.03 |
| Sharpe Ratio | -0.38 | 0.01 | -0.53 | 0.01 | -0.16 | 0.01 |
| Treynor Ratio | -3.12 | 0.07 | -3.56 | 0.02 | -0.97 | 0.03 |
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